cbs.marketwatch.com
We gave you the Sigma Designs (SIGM) update the other day, and shares of the PC-DVD upgrade kit maker rose 20 percent. See the column. In the piece, we said that Sigma was winning business from C-Cube Microsystems (CUBE)'s largest digital video disc customer, Creative Technologies (CREAF).
Alan Markow at C-Cube says the company is plenty busy making DVD-ROM assemblies for personal-computer makers. Markow, a vice president of corporate communications, says C-Cube's customers include Dell Computer, Gateway, Sony, Micron Tech and Apple (AAPL). The DVD-ROM for Apple is found in the Apple G3 desktop system, for example. Other C-Cube products are found in Toshiba laptop computers, he said.
"I'm not trying to take anything away from Sigma's success with Creative," Markow told me. "We are on target for our 1999 growth -- even without Creative -- a situation we had planned for in our budgeting process."
Markow says C-Cube (whose shares have languished since hitting a 52-week high in December) serves "the most robust segment of the market -- the build-to-order business. And we dominate in that growing marketplace."
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