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

To: DiViT who wrote (48374)	1/20/2000 5:04:00 PM
From: Peter V	Read Replies (3) \| Respond to of 50808

Select excerpts Semi valued at 700 million, tax due at spinoff is 140 million, cash left at spinoff is 200 million. 1.8 mill DVD chips shipped in second half of year. Gross margin in high 50's, but price increases from foundries in 4th qtr, so we may experience decline is sequentional gross margin in 2000. The 3 growth areas (settop, DVD, Codec) will grow in excess of 40 percent next three years. Time shifting codec - interest is tremendous, we are number one in market (but no specifics). Overall guidance of semi biz - taking VCD into account, growth will be over 30 percent. PC DVD is going software in 2000, so DVD is consumer.