C-Cube Message Board - Msg: 5995041

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Technology Stocks : C-Cube

CUBE 36.64

-0.5%

Dec 5 9:30 AM EST

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To: Maya who wrote (36666)	10/12/1998 5:43:00 PM
From: John Rieman	Read Replies (2) of 50808

The conference call was a slight positive. Here are some highlights....................... Top line growth will accelerate next Q, and continue into 1999. Gross margins will decline only slightly. Taxes are sustainable at 30% in 1999. They bought $63.4M of the convert "so far". The total face value used to be $86.3M Alex kept talking about a "tough environment" SVCD is simmilar to CVD, and the new standard is a positive. C-Cube expects to participate strongly in DVD this x-mas. They are focused on players for the long run. C-Cube is not in EchoStar, or DirecTV settops because they are price sensitive and low features. That may be changing. In Europe settops require higher features and they compete well there. Software Decoder for DVD-ROM is receeding. More hardware. The DVD sales book looks good for Q4. 30% of revenue came from China this Q. Alex said they are not concentrating on max. revenues there because of better opportunities elsewhere. He said China is not that desireable of a business. Alex accounted for the decrease in VCD sales this Q because of: Confusion over the new formats. China's economy is slowing. Competition is fierce. The MV-40/HD encoder from Divi will contribute to revenues in the 1st 1/2 next year. They are deploying Divi products now and expect to up-grade customers then. Group owners are more desirable customers in TV broadcasting then the networks, they own more stations. That was it for the most part.

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