C-Cube Message Board - Msg: 2134756

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Technology Stocks : C-Cube

CUBE 36.91

+1.7%

Nov 25 3:59 PM EST

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To: Cameron Lang who wrote (22119)	9/7/1997 2:15:00 PM
From: John Rieman	of 50808

VCD has never been just ESS and C-Cube. Winbond, in Taiwan, has been selling chips since the early days, and probably is the supplier of $7 to $8 chips in Taiwan. Oak Tech is now in its second try. SGS was news to me. The bill of materials is more important than than one component's price. I suspect that a $7 or $8 decoder needs more chips added. Cube's current ASP for VCD chips is $11. This price is above what I have thought we would see. Demand is accelerating, and pricing seems to have leveled off for now. Cube controls 55% to 60% of the market, from what we can count. But margins will decrease this Q, higher production costs.

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