C-Cube Message Board - Msg: 8443374

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Technology Stocks : C-Cube

CUBE 37.00

-0.2%

Dec 3 3:59 PM EST

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To: j.m. walsh who wrote (39356)	3/21/1999 9:15:00 PM
From: John Rieman	Read Replies (2) of 50808

No growth is C-Cube's story for the first 1/2 of 1999. Divicom needs to "work hard", to match last Q. This is an off Q for set tops. Encoder chips are in demand, but the price is low. DVxplorer won't add in the first 1/2, and then it's not much in the second 1/2. DVD will be level with last Q, due to the loss of Creative, and the shortage of DVD-ROM drives. VCD could growth this Q, but it shrinks next Q. No growth in the first 1/2. In the second 1/2: Divicom grows. They could hit $50M in one of the last 2 Qs. Set tops will grow on the back of the AViA@TV wins. The market grows 40% this year. C-Cube starts its move from 20% of market share to a 30% share. Encoders sales will grow, just on the number of chips sold. DVD will grow, but it would grow faster with sales to Creative. VCD shrinks from 1 year ago levels. Not much near term growth.

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