Rishi, [Warning contains graphic Cube content <g>]
for Cube, looking forward from here.
"Divicom" > MPEG encoder + MPEG codec > VCD + SVCD + DVD
CUBE addresses the consumer market (VCD, SVCD, DVD, etc..),
the broadcasting market (Divicom),
Also Encoders in the broadcast market (DirectTV, Echostar, Canal+ and others)
the cable set-top box market(??)
Sattelite too, currently majority is in European and other non US markets.
CUBE also seems to address the PC market with its DVD decoder chip(??)
Mostly opportunistic, but I don't expect that to last, software will eventually take out most of that market, (their business model includes this).
I look for them to push the Codec as a PC solution too.
How about ESS, can you break it down some more and comment?
Which segments are expected to drive the greater revenue?
Looks like they are just begining in the consumer space? |
