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


To: John Rieman who wrote (25851)11/28/1997 12:28:00 PM
From: Stoctrash  Read Replies (2) | Respond to of 50808
 
John,
Mr. Hagedorn's Q&A is excellent.
Now he just needs to REAL Aud/Vid that conference call and we've got the makings of a PR move!

Also, I think his comments on Sony's Encoder chip the other day also have a story. We just might see C-Cube VS Sony since its not likely that you'll see a Panasonic DVD-Ram with a Sony chip inside.



To: John Rieman who wrote (25851)11/28/1997 3:06:00 PM
From: VINTHO  Read Replies (2) | Respond to of 50808
 
John R --- I have heard on this thread and elsewhere that Hagedorn is very conservative in his comments on Cube. It clearly shows in this recent Q/A from Cube.I have no problem with this approach ,in fact, I commend the CFO for using this approach. However, I noted his one comment that said that Cube has >50% of the Vcd market in China--I hope this could also mean that Cube has <71% of the same market.My basis , Alex B has said so (70%) on @ least 3 different occassions to the news media in the last 3 1/2 months.

Cube ended up @21 3/16 s today --not too bad.

Vintho



To: John Rieman who wrote (25851)11/29/1997 9:10:00 AM
From: CPAMarty  Read Replies (2) | Respond to of 50808
 
How many single chip competitors do you think there are to CUBE. Is LSI a real threat? Is there chip as good as CUBE's?