C-Cube Message Board - Msg: 6004966

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Technology Stocks : C-Cube

CUBE 36.94

-0.8%

Dec 1 3:59 PM EST

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To: DiViT who wrote (36725)	10/13/1998 7:43:00 PM
From: DiViT	Read Replies (1) of 50808

VCD in China... They don't need to fight for market share, they have the bulk of it. They only need to fight to control the rate loss (if any) in market share. With Chinese VCD as 30% of revenue so what if they lose 10% market share. What does that really amount to when compare to overall revenues? IMO: At one point Cube was THE JPEG chip company. When that became a commodity they walked away from it. Same will probably happen in VCD, at some point down the road, when newer technologies replace it. You have to spend the R&D on future technologies to make you money going forward and jettison that which doesn't. Timing however will be critical. They need to pace their exit (if in fact they are making an exit, and I don't think that's the case yet) so not to disrupt revenues. Digital Video in general will continue to grow in China (and elsewhere) in other forms. Cube will participate.

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