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

To: Stoctrash who wrote (50083)	10/2/2000 5:20:41 PM
From: John Rieman	Read Replies (2) \| Respond to of 50808

As far as beating the number, it just went up. Consensus is now $.12 per share. Somebodyelse saw the DVD numbers. To calculate ESP, you got to look at share count. 52.6M last Q, 49.4M the Q before. They use the weighted average. This spin occurred on May 3. Only 2 months with the new shares. The share count should be around 54.5M this Q(54.2M from the end of last Q + some options that vest). SG&A is tricky, too. In Q1, they had a $3.4M tax bill because of the options that needed to be exercised before the merger. They added that expense to SG&A. It's really been flat for 2 Qs. DVD was about $15M last Q Over $22M this(based on 2M units @ $11 ASP.) STB/Codec was $28M last Q $31M this Q(10%) VCD is flat at $18M $71M in revenues. Revenues $71M COG 32M Gross $39M R&D 16M SG&A 11M Before tax $12M Tax 3.2 (27% rate) Net income $8.8 shares 54.5 $.16 per share.