C-Cube Message Board - Msg: 2540897

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Technology Stocks : C-Cube

CUBE 37.72

+0.9%

Nov 5 3:59 PM EST

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To: John who wrote (24335)	10/24/1997 1:40:00 PM
From: DiViT	Read Replies (2) of 50808

Hey, you suggested that my slogan needed changing... I answered. My point is that Hardware DVD solutions will not just go away and be replaced by software solutions. "do you think no one wants to upgrade their entire system." Yes of course people will buy new systems. But if you look at the numbers I'm willing to bet that the upgrade market for DVD is bigger than the new system market for the next 12 months or so and that upgrade market will be on machines < 300hz Pentiums. I think Hardware DVD will sell more units than Software DVD. Period. SoftDVD doesn't work for Consumer players. The 300Mhz Pentiums and associated memory are just too damn expensive. I feel sorry for those who fall for the SoftDVD solution at this stage. If DVD based gaming takes off they'll have to buy hardware for their 300Mhz Pentiums anyway. Consumer OEM want a chip for <$30. SoftDVD can't touch this. Now as far as your Zoran stock goes it will be fine if they get their DVD chip out and into the market on time, and quit hyping the stock up on SoftDVD. I ask again. Have you played with the (SoftDVD) technology? Dave.

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