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

To: John Rieman who wrote (43405)	7/28/1999 6:18:00 PM
From: Peter V	Read Replies (1) \| Respond to of 50808

"incrementally"??? Could he have used a more pathetic sounding word? I doubt it. How about "exponentially"?

To: John Rieman who wrote (43405)	7/29/1999 1:43:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 50808

And yet more of the report: (This is all courtesy of "mpegged" on the Yahoo thread.) IBM Microelectronics has offered a line of encoder products since 1995. Hewlett-Packard's MediaStream Broadcast server uses MPEG-2 encoder and decoder chips from IBM. The MPEG S-Series of products can be used for both content authoring applications as well as broadcast applications. All three encoders in the series are single chip solutions. Matsushita has developed a single-chip MPEG-2 video encoder that is used in their DVD authoring system. They are sampling another encoder that can be used for PC, standalone DVD recording, or MPEG-2 camcorders. With Matsushita's recent announcement that they will cease mass production of DRAM in April, they will be looking for something else to fill the fabs. We would not be surprised if they decided to be larger players in the MPEG video chip market. Sony has begun shipping their CXD1922Q MPEG-2 video encoder in 1999. This encoder is targeted at consumer products, DVD authoring systems, and video server storage media. Sony's MPEG-2 encoder is being used in the ReplayTV and TiVO digital recorder set top boxes. While most MPEG-2 encoding still requires a separate chip, Ligos has developed a software MPEG-2 encoder for the PC. Software MPEG-2 encoders will not have a large impact on shipments of MPEG-2 encoder chips for the next several years. Table 1 below shows Cahners In-Stat Group's estimates for the total MPEG video encoder market. Sony and Matsushita both consumed all encoders internally in 1998. MPEG Video Encoder Chip Market Share C-Cube 1998 Units: 242,000 Rev: $22.1mm 1997 Units: 95,000 Rev: $26.1mm % Revenue change: -14.98% % Share Revenue: 57.21% % Share Units: 62.28% Others: 1998 Units: 86,000 Rev: $16.5mm 1997 Units: 35,000 Rev: $22.75mm % Revenue change: -27.32% % Share Revenue: 42.79% % Share Units: 37.72%