C-Cube Message Board - Msg: 4113551

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Technology Stocks : C-Cube

CUBE 35.90

+0.2%

Dec 26 9:30 AM EST

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To: CPAMarty who wrote (32370)	4/18/1998 2:20:00 PM
From: John Rieman	Read Replies (3) of 50808

I need to take a look a why I over estimated revenue for Q1........ To: j g cordes (32142 ) From: John Rieman Monday, Apr 13 1998 7:00PM ET Reply # of 32377 The concensus est. is $.27. This is my best guess: DVD is still a slow market. VCD chips were cut in price by 20% this Q. Encoder prices just fell, hard. Divi is huge. Revenues VCD $43M ($42.5M last Q) DVD $06M ($3.7M last Q) Divi $31M ( I can't believe how big this is! and it's close to flat with Q4.) STB $08M (down from arround $10M in Q4. Christmas, Kirch helped in Q4) Encdrs $04M (down from $6M last Q. I am surprised how small a market encoders currently have, but Divi buys some.) Total $92M My estimate Actual VCD $43M $42M DVD $06M $02.6M ***************** Divi $31M STB $08M Encoders $04M ---- Total Com. $43M $42.8M ***************** Looks like it was the incredible shrinking DVD market. There is no way Creative is hitting the numbers that they have been hinting at. C-Cube keeps adding more customers, and present customers are growing? Chip sales keep declining.

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