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

To: John Z who wrote (48182)	1/10/2000 4:23:00 PM
From: John Rieman	Read Replies (1) \| Respond to of 50808

C-Cube makes the encoder chips that author almost all DVD discs. C-Cube is number one in market share for DVD decoder chips. Gross margins on the semi biz are high 50s. Yes, C-Cube is a very good DVD play, but it is much more. The only negative part of the biz is the VCD market. C-Cube's revenues from VCD was $220M in 1996, $75M in 1999, and below $40M in 2000. C-Cube claims a 30% market share of DVD Players. Their numbers, and the market size suggests it's higher then that.