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

To: JPM who wrote (43180)	7/18/1999 11:22:00 PM
From: Craig Gordon	Respond to of 50808

I don't think the Taiwan/ Mainland China situation will get any worse and it hasn't affected Cube's stock price yet. Obviously no one knows what Mainland China might do. What impact do you think the Y2K problem will have on CUBE?

To: JPM who wrote (43180)	7/18/1999 11:25:00 PM
From: Craig Gordon	Read Replies (1) \| Respond to of 50808

On the telcon Cube mgt said 7 million DVD chips for the year as an estimate of how many they thought they would sell. One of the Cube's people said on the last call that they thought Cube would have a 25% annual growth going forward. I have it in my notes. On this call Cube said they thought 2nd half growth of 30% in DVD, which I don't understand. (they said this right after they said Japan & Korea are dominating the consumption of DVD.They also said 70% of DVD is now consumer and 30% of DVD is computer. They also said Cube has a 30% market share of DVD market worldwide.