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Technology Stocks : ZORAN jpeg/dvd moguls

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To: Don England who wrote (1456)	1/22/2000 3:03:00 PM
From: Binx Bolling	of 1486

"InfoTech Reported The Substantial Penetration Of DVD In US Households - 1/7/00 InfoTech revealed the total number of DVD-Video households worldwide reached 8.5 million in 1999, an increase of 247 percent over 1998. The Norwich, Vermont-based media forecasting firm also determined worldwide DVD-Video title sales and rental revenue in 1999 totaled over $2 billion." Thank You John for this link: dvdinsider.com During the C-Cube conference call the following info was given: 4 million DVD unit chips shipped by CUBE in 1999 including 1.2 Million in PCs >2.8 Million in Consumer boxes So, how many DVD chips did Zoran ship in the 4th Qtr? and for the year in 1999? What % market share did ZRAN have for DVD chips in the 4th quarter? Is Zoran winning or losing market share for DVD chips? Did Zoran experience the same down-turn in December in shipment of DVD chips as Umesh at CUBE experienced? Umesh claimed that May-November are the strong months for DVD chip sales. vcall.com

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