How long until C-Cube's premimum DVD MPEG-2 chips are a commodity? What then? A newer MPEG-4 chip? Will C-Cube still be the leader when these chips are in demand?
CUBE has a stream of products in different markets -- MPEG-1 VCD decoder chips, MPEG-2 DVD decoder chips, consumer encoder chips for both MPEG-1 and MPEG-2, professional encoder chips for MPEG-2 and HDTV, and settop box chips. CUBE has always competed against big names such as SGS-Thomson, IBM, Philips, and Lucent as well as smaller names such as ESST.
There are a LOT of BIG names that are interested in this area, with bigger R&D budgets...I am guessing that one stumble, and C-Cube is in big trouble...
The larger players are not as nimble, and this is to their detriment. CUBE is not a one-product company. It is a one-technology company -- digital video.
Again, honestly looking for info...I have been in a variety of semi co's in the past including video and sound...and they all turn to commodities sooner or later...what makes CUBED different?
You are asking the right questions -- no need to apologize. Were you into video and sound in PCs? That is a much narrower market. Digital video is growing quickly and the explosive growth of broadband -- still at its early stages -- will further accelerate the growth in digital video. Go to CUBE's website and elsewhere and do some research on the company. |
