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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: Michael Olds who wrote (43172)	7/18/1999 7:14:00 PM
From: JPM	Read Replies (2) \| Respond to of 50808

I am starting to wonder if the DVD market for this year is really only 7MM units. CUBE said they shipped 1MM units in Q2... if they have 30% market share, that means 3.3MM units shipped in the quarter. Assuming 0% growth in the 2nd half... that's another 2MM for CUBE in 1999 (1MM per Q).. and another 6.6MM for the whole industry (3.3MM/Q)... so if you add this up, you get CUBE shipping 3MM ZiVA chips in the last 3 quarters of the year, and the market being 9.9MM... to this, you must add the #s for Q1 1999... to me this says one of 2 things. Either CUBE has >30% market share. or the DVD market in 1999 will be greater than 10MM units. Either way, it's good for the CUBE. J