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Technology Stocks : C-Cube
CUBE 37.09-1.7%12:11 PM EST

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To: Bernard Levy who wrote (50672)3/1/2001 8:28:39 PM
From: John Rieman   of 50808
 
C-Cube's not going to grow this year. They sell into 5 markets:

The professional encoder market: They have already stated this market is flat for the year.

VCD: This market is declining.

STB: Slow growth this year. They need to win market share and get more silicon in each settop. I don't see that this year. ASPs will drop at least 30%.

DVD: DVD is expected to grow a little over 50% this year. ASPs decline. Only small growth.

Codec: Any wins that ship this year will be in small quanties. Not enought to make up for other declining markets.
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