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

To: DiViT who wrote (49129)	4/24/2000 5:56:00 PM
From: John Rieman	Respond to of 50808

Alex said the divisor for future earnings will be 55M to 60M shares. It was 49.5M this Q. C-Cube has some delution coming. $61M in revenue is down from $64M last Q. It reflecks Lower DVD sales, Lower VCD, flat settops, and suprising up-tick in Codec sales. Gross Margins decreased to 56.1%, from 60.2% last Q. It's in plan, but I hoped for better. In ventories will rise, to make sure they can supply customers. Taxes fall to 27%, from 30% last year. Did you catch that ZiVA-4 is shipping? Next Q is down 5%. They did say that in 2001, they would have a significant % of the design wins for DVD-recordable players, but didn't expect big sales.