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Technology Stocks : C-Cube
CUBE 36.42+1.1%Dec 11 3:59 PM EST
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To: Binx Bolling who wrote (48404)1/21/2000 12:52:00 AM
From: Trieu  Read Replies (1) of 50808
 
A few comments about the conference call...

For 1999, I think Umesh said they sold just under 4 million semiconductor units for DVD (1.2 PC + 2.7 consumer = 3.9 total). I also thought he said only sales of chips for PC market were affected by seasonality. I pretty sure he said 1.8 chips for sold in the second half for the consumer market.

I think he chose not to break down gross margins between DVD and set-top boxes because they have similar ASPs and unit costs. He also said revenues for set-top box chips grew 40% from Q3 to Q4.
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