C-Cube Message Board - Msg: 2132015

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : C-Cube

CUBE 36.03

+1.3%

Dec 10 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Scotsman who wrote (22087)	9/6/1997 6:48:00 PM
From: Rick Kiray	of 50808

Scotsman, Andy is just bitter. Of course DVD is important to CUBE. They make decoder chips that are used in many PC DVD cards and could also be used in television DVD players. So far only two companies have selected CUBE for the TV DVD players, and neither is available in the US. This will hopefully change as OEMs go to cheaper price points. Right now they are selling to the early adopters, who I think actually prefer high priced units (more snob appeal). As the price points go more toward the mass market, CUBE should get more design wins, since they have a single chip which replaces a handful of chips in the current design. Also this chip shares most of its design with CUBE's STB MPEG-2 decoder, so the NRE can be spread around. CUBE rules in the encoder world. I'm not sure exactly what their market share is but would be willing to bet its greater than 80 %. While encoders are not a mass market (you only need to encode a DVD once) they are very expensive and high margin. All the DVD encoding shops that are gearing up should be buying CUBE chips, so this should help revenue and profits over the next few quarters. This is why we are so interested in DVD. Ignore Andy, or just laugh at him. Rick

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next