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To: Don Dorsey who wrote (43142)	7/17/1999 12:52:00 PM
From: John Rieman	Respond to of 50808

High capacity DVD-RAM players due next summer................ zdnet.co.uk DVD grows up - Panasonic high capacity DVD-RAM Index Fri, 16 Jul 1999 12:03:59 GMT Jane Wakefield The first high capacity DVD-RAM drives are nearly complete according to electronics leader, Panasonic. The company says the first rewritable DVD-RAM drive, capable of writing to and reading from high capacity disks -- 9.4Gb compared with today's 5.4Gb -- will be available early next year. For the consumer, watching and recording films and other multimedia applications onto one of these disks could be a reality by spring. Initially the Panasonic drive will be available only to manufacturers but a retail package -- not cheap at around £400 -- will be available from April. Panasonic's marketing manager John Newman promised a DVD set-top box of similar capacity by the middle of 2000. It is expected to retail at around £600. Hitachi, Toshiba and other members of the DVD Forum are expected to make similar announcements in coming months.

To: Don Dorsey who wrote (43142)	7/17/1999 2:24:00 PM
From: Maya	Read Replies (1) \| Respond to of 50808

Don, You are right about the fact that they have to do something with that quarter billion $ to make it a fast growth rather than the steady small one that they are managing now. But for a temporary period, I do see an explosive opportunity with DVD. The market will move in believing that it is a fast growth situation.

To: Don Dorsey who wrote (43142)	7/17/1999 6:14:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 50808

Don, DVD is so much larger than VCD. DVD will be selling to the industrialized nations (U.S., U.K., France, Germany, Canada) where the per capita income is ten times larger than China - a third world country by most measures (but if it will make you feel better, the Chinese are buying DVD too). Bottom line: Even with lower ASP's, CUBE is making a killing. The market has not recognized this yet - Hell, nobody did. Before the Q2 CC, nobody had any idea how large of a contribution DVD was making. CUBE HAS A 30% MARKET SHARE!