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Technology Stocks : ZORAN jpeg/dvd moguls
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To: Blue Eagle who wrote (1265)6/18/1998 4:20:00 AM
From: Javelyn Bjoli  Read Replies (1) of 1486
 
If Intel is talking about the cost of a hardware solution, I would expect they are talking about the OEM cost of a decoder IC. Something more like $10-12, aren't they? Even when marked up to board level, the adder to OEM board cost would be say $20-30. So a range of $1-3 might be a reasonable license fee to expect ZRAN is getting per board. Do you agree?

If so, say Intel captures 50% share for video boards in the ~30M new PCs that will ship next year. That is say 30M * .5 * $2 = $30M to ZRAN, or $7.5M per quarter. Which is about a 60% increase in revenues over the March quarter. It actually sounds like a pretty limited upside to me given that it is wildly best case. This is all conjecture of course - what am I missing?

>However, if Intel claims that the cost of Software DVD solution is
>only 10% of the cost of Hardware DVD solution (~$100)...
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