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Technology Stocks : ZORAN jpeg/dvd moguls -- Ignore unavailable to you. Want to Upgrade?

To: Michael who wrote (1469)	1/26/2000 1:17:00 AM
From: Binx Bolling	Respond to of 1486

Please add corrections to CC notes: DVD DVD Growth Rate by units (Not broken out per consumer box vs PC) Q4 1998 => Q4 1999 = 500% Q3 1999 => Q4 1999 = 47% Total 1999 DVD Players Market Shipment ~ 6-8 million Q4 1999 DVD Market Shipment est. 2-2.67 million Total 2000 DVD Market Forcast 12 million Total 2003 DVD 52 million Q3 Call 8 new DVD models from 4 mftgs. Q4 12 new DVD models 6 mftgs Low Price High Volume $299 and below DVD market targeted High Price (over $ 1000) Low Volume such as Toshiba S90100? also targeted DVD Market Share Claimed that Toshiba is largest provider of DVD Players Toshiba (including Toshiba OEM's) 25 % of market Sharp 5 % of market Chamchim ? in China Matsachita (includes JVC, Panasonic) ? Number one captive player in SVCD ? ____________________________________________ 30 new products introduced at Consumer Show in Las Vegas DVD Players (including set-tops and portables) Combined Systems of DVD/AD receivers Digital Speakers Wireless Headphones Digital Set-top Box Comdex Home Internet Appliance/Digital TV with Real Time Interaction ____________________________________________________ Q4 Revenue by product family DVD/SVCD 68 % PC Video 20 % Audio 8 % Digital Camera 4 % 1999 Revenue per family DVD/SVCD 62 % PC Video 25 % Audio 11 % Digital Camera 2 % ___________________________________________________ Q4 Sales by Geographic Region China (rest of Asia) 50 % Japan 29 % North America 13 % (Mostly PC/Audio products) Europe 8 % 1999 Sales by Geographic Region China (rest of Asia) 29 % Japan 38 % North America 21 % Europe 12 % _________________________________________________ Chinese Market Highlights SVCD=Super Video CD > 50 million Video CD players sold lifetime market DVD Players (lower cost-high volume) Digital Camera design wins in Japan Tawain has 15 wins using Coach US Europe _____________________________________ Q4 =20 % Revenue from Imaging PC Video business Q3 => Q4 = 6 % increase for PC Video VPTV chip started shipping to Trident ________________________________________ Annualized Growth Rates Annualized Growth Rate 92 % for DVD Annualized Growth Rate 123 % for Digital Audio Annualized Growth Rate 50 % for Digital Camera Market ___________________________________________ Projected 30 million Digital Camera units to be shipped in 2003 Sequential growth in revenue of 25 % Q3 => Q4 = 25% _______________________________________________ ASV in DVD/SVCD will stay constant with new features ($10-$19) ASV in Cameras will need to fall ________________________________________________ silicon software code gives Zoran an advantage Unit growth expectations Digital Camera Chips (including internet appliance) 4Q 1999 4 % of Revenue (50-60K chips ?) YR 2000 20% of Revenue Overall Digital Camera Growth 1999 => 2000 = 50 % __________________________________ Seasonal Growth Trends Historical & Looking Forward 4th Qtr largest revenue Q traditionally 59 % of revenue in second half of year Q4 > Q3 Q2 > Q1 for 1999 Q2 < Q1 prior to 1999 (typical consumer seasonality trend) Q1 < Q4 sequentially Q1 2000 to see a decline of 13-14 % in Revenue sequentially due to presence in China 2000 Top line growth of 40 - 50 % over 1999 2000 Margins varying between 44 - 48 % Gross Margins for cameras will equal High Volume DVD when camera sales pick up __________________________________ Audio DVD Proucts (Meridian -Studio Quality) Delay because of encyrption/security problem Home Products CD players Automobiles ___________________________________ Dr. Levy Zoran Karl Schneider Zoran Issac Zoran Brian Algier Preferred Capital Markets Pete Vogel Oscar Grouse Victor Halbert Solamon Smith Barney Mark Grossman SG Cowan Carl Motin CT Moberg Patrick Duff Gilder Gangner and Howe Rob Adams CVC World Markets Alex Burman Pagia Capital Management Rob Ahman Founders Asset Management Kalpesh Kapundra CB Unterberg