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


To: Rarebird who wrote (26901)12/19/1997 12:46:00 PM
From: Stoctrash  Read Replies (1) | Respond to of 50808
 
"You're the man."

Where/what do you think CUBE's numbers will show for Q4?

I don't know where the bottom is here in the short run. Do you?

I'm just wondering where you see them financially in the coming months.

What if mainland China doesn't falter like their little neighbors? What if they score a NC/STB/>1K computer deal with "you know who" after the first of the year?

Are you short INTC, AMD, IBM too?

fred



To: Rarebird who wrote (26901)12/19/1997 1:19:00 PM
From: DiViT  Respond to of 50808
 
Add-in Card Makers Will Vie for Sub-$1,000 Action: Could Threaten PC Vendors' Margins

12/03/97
Multimedia Week
(c) 1997 Phillips Business Information, Inc.


Chip and peripheral makers are playing into PC vendors' appetite for volume and plan to sell multimedia components targeted at sub- $1,000 systems. But trying to drive that segment of the PC business could be a double-edged sword for all vendors concerned.

C - Cube Microsystems Inc. [CUBE] and Creative Technology Ltd. [CREAF] have products in development that will bring DVD decoding and high-level audio to the low end.

While that product category continues to grow, it's coming at the expense of PC manufacturers' margins.

From September to October, the percentage of sub-$1,000 PCs sold grew from 28.2 percent to 39.1 percent of the overall desktop market, according to PC Data. The segment accounted for 26.8 percent of dollars in October compared to 18.6 percent of dollars in September. And October increases at the low end came in a month when PC sales overall were down 15.5 percent.

Stephen Baker, a senior analyst with PC Data, cautioned companies against souping up the low end when they're having a tough time selling systems priced higher than $2,000.

"It's probably not in anyone's best interest," he said, warning that volume sales may come at the expense of higher margins and wipe out the most profitable portion of the market altogether.

Based on pricing and sales trends since July, Baker said, "It's going to be unlikely that you'll see any PCs over $2,000 next year."

And if PC makers feel margins getting pinched, that will trickle down to suppliers.

Nevertheless, component makers are making a play for volume largely because big PC players including Compaq Computer Corp. [CPQ] and IBM Corp. [IBM] are heading in that direction. (see MMW, Oct. 27)

Components in Development

C - Cube is sampling a daughtercard version of its Ziva DVD decoder to OEMs now and expects to have design wins by early next year. The card is expected to sell for about $30.

C - Cube showed a versionof the card designed to work with ATI Technologies Inc.'s All-In-Wonder graphics board at Comdex earlier this month. The card also can be configured to work with graphics chips from Nvidia Corp. and 3Dlabs Inc. or attach to a motherboard, C - Cube product line manager William Chien said.

Creative is planning a bigger push toward system integrators with versions of its products priced so PC vendors can target the sub- $1,000 market.

Executives were tight-lipped about product specifics, but CEO and chairman Sim Wong Hoo's goal is to put all the functionality of the company's top-selling peripherals onto a single board. He envisions a board with most of the functionality found in the company's AWE 64 sound card and DVD upgrade kit. ( C - Cube , 408/944- 6300; Creative, 408/428-6600; PC Data, 703/435-1025.)



To: Rarebird who wrote (26901)12/19/1997 1:22:00 PM
From: DiViT  Read Replies (1) | Respond to of 50808
 
Q and A: DVD the next big thing or a costly gimmick?
SCOTT McPHERSON

12/16/97
The San Diego Union-Tribune
UNION-TRIBUNE; 1,2,3,4,5,6,7,8
Page 8
(Copyright 1997)


Q. I'm not into computers, but I want to be able to play on the Internet. What do you think of Web TV?

--Floyd Starling, Minneapolis

A. Web TV is a set-top box, about the size of a music CD player. It hooks to your TV in much the same way a VCR does, with one important exception: You must have a telephone jack in the same room as the television (and the closer, the better).

The unit comes with a remote control. You should also purchase the optional wireless keyboard, to navigate your way across the entire Internet. You subscribe to Web TV as your Internet provider, which explains why Microsoft paid handsomely for the network.

It takes a few minutes to learn the unique Web browser interface, but once you understand its nuances, you're off and running. I was surprised at how quickly the browser loads even complex Web pages. Using Web TV, I was even able to log into secure Web sites without any difficulty. For homes with children, Web TV offers Surfwatch server-based blocking at no extra charge. You also get a personal e-mail address. A nice feature of Web TV is the little light that alerts you to new e-mail, even if the TV is turned off. A printer interface is also available. For anyone looking to get onto the Internet but who lacks the capital -- or the patience -- for a computer, Web TV is a great way to go. I have seen Web TV going for as little as $59, after seasonal rebates. At that price, there's no reason not to get online. Q. I am seeing more and more ads for DVD players and DVD-ROM drives for computers. What is your opinion of DVD? Will it become a standard, or is this just another gimmick for the electronics industry to cash in on? --Todd Schnick, Tallahassee, Fla.

A. DVD, which at one time stood for Digital Video Disk, is the greatest single innovation to come along since the advent of CD-ROM. DVD disks hold almost eight times the data of conventional CDs or CD-ROMs, while adhering to the traditional 5-inch CD form factor. This is accomplished by a dramatic improvement in the way a laser beam reads the pits on the disk. The finer the beam, the more pits can be etched onto the disk, thus, causing greater capacity.

But perhaps the greatest innovation is that DVD is a cross-platform standard. This means that a DVD of the classic movie "Dr. Strangelove," for example, will play on a Macintosh, a Windows PC and a set-top box. Most DVD movies also give you the option of original theatrical wide-screen ("letterbox") format, or the traditional "pan and scan" adapted-for-TV release. Finally, you'll find several different language tracks on one DVD, which will make manufacturing much easier (read: cheaper) for the major studios.

DVD players feature three times the resolution (measured in lines) of traditional VHS tapes, which means DVD players deliver laser disk-quality video, and will be ready and able to perform when HDTV appears near the millennium. DVD players also are backward-compatible, which means one device will play your music CDs and your movies. I predict that, within five years, you won't even rent VHS tapes. You'll rent DVDs and you'll be grateful you have the technology. DVD-ROM will take awhile to emerge as a new software standard, but it will ultimately replace CD-ROM. Indeed, as game and encyclopedia publishers realize they can fit the content of multiple CD-ROMs onto one DVD and save money, DVD-ROMs will proliferate.

This means that anyone buying a new PC for the holidays should seriously consider one equipped with a DVD-ROM reader. Ask your retailer for DVD-ROM-equipped units. And mail-order customers should definitely ask for a quote for a system equipped with a DVD-ROM package. For upgraders, check out the add-on DVD-ROM kits. The new Creative Labs kit, for example, includes the DVD-ROM drive, add-on MPEG cards and some software. But it also includes the AC-3 decoder (now known as Dolby Digital), plus output jacks that enable you to hook your DVD-ROM directly to your television set. So your PC's DVD-ROM kit can perform double duty as your consumer electronics DVD player. Now that's clever.