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

To: Craig Gordon who wrote (43179)	7/18/1999 11:18:00 PM
From: JPM	Read Replies (2) \| Respond to of 50808

craig, i think CUBE said they were expecting 30% growth in DVD for the rest of the year, not 370%. but the higher the better

To: Craig Gordon who wrote (43179)	7/19/1999 5:42:00 PM
From: John Rieman	Respond to of 50808

Craig, your growth path for DVD chips makes sense. My take on the 7M number mentioned was that it was the size of the DVD-Player market, this year. Not that C-Cube can't ship almost that many. The growth in Chips going into players this Q makes me think that some Chinese OEM are taking them now. China could need 2M chips by the end of the year. Konka, a C-Cube customer plans to make 1/2M by then. Your numbers would look closer(at least to me) if you cut out about 1M chips from Q4. Q1, 00 will keep the beat going. Based on what we know today, your Q4 is a little high. Based on what we will know in October? OEMs building for Christmas will be taking chips in August and September. Your Q3 might be just a tad low.