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

To: John Rieman who wrote (49374)	5/17/2000 5:17:00 PM
From: BillyG	Read Replies (1) \| Respond to of 50808

John, that's how I read it too. Number one in a shrinking market with falling margins.

To: John Rieman who wrote (49374)	5/18/2000 2:55:00 PM
From: Jeff Lins	Read Replies (2) \| Respond to of 50808

I am not trying to be a wiseass- just looking for some insight... You said, "So, ESS finally made it to number one in the commodity VCD market. They are claiming 40% market share in China's DVD market, if you count Taiwan, they might be close." How long until C-Cube's premimum DVD MPEG-2 chips are a commodity? What then? A newer MPEG-4 chip? Will C-Cube still be the leader when these chips are in demand? There are a LOT of BIG names that are interested in this area, with bigger R&D budgets...I am guessing that one stumble, and C-Cube is in big trouble... Again, honestly looking for info...I have been in a variety of semi co's in the past including video and sound...and they all turn to commodities sooner or later...what makes CUBED different? What do you think its medium term strategy is? Thanks.