Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yves B. who wrote (29113)	2/4/1998 12:28:00 PM
From: DiViT	Read Replies (2) \| Respond to of 50808

Sorry Yves. I'll try to refrain in the future. Bad day.

To: Yves B. who wrote (29113)	2/4/1998 12:39:00 PM
From: Stoctrash	Read Replies (1) \| Respond to of 50808

Yves, I hear ya on the bickering, but are you not sometimes a little interested in a Pissing Match?? .... as long as it stays in the Clubhouse. The green flag has waived... Your Rareness..., Billy,... Start your engines <lol>,,, Fred

To: Yves B. who wrote (29113)	2/4/1998 9:11:00 PM
From: John Rieman	Read Replies (2) \| Respond to of 50808

Oh, a pop quiz!:-) OK, I'll try.............................. Can you answer a few questions that might be more important for CUBE than to know which one of you makes the best investments? 1) Is CUBE a leader in MPEG-II encoding or decoding? Cube is the leader in MPEG2 encoding. SGS Thomson is the leader in MPEG2 decoding, but DirecTV boxes are most of the deployed market. 2) Has it expanded or contracted it's share of the market? C-Cube's units sales are increasing rapidly. As an example, Cube sold 6M units of VCD chips in 1996, and 11.3M VCD chips in 1997. Encoder sales grew 46% in 1997. 3) How will it face competition in the years to come? In the markets that they have targeted, Cube has produced quality products and started early. Can they keep it up? 4) Is the management doing a good job? Management had the worst of all worlds to deal with in the last two years. IBM, LSI enter the encoder market. LSI in EchoStar. Merger. ESS enters VCD market. BIG price cuts in VCD at the same time as an inventory glut of finished players. AlphaStar goes bankrupt. And the whole time spending more on R&D. Cube's management has some bumps, but you can't show growth without revenue growth. 5) What are the products to come? New ZiVA and VCD chips that will reduce chip counts in systems. New consumer Dvx chip. The daughter card. Divi is entering the broadcasting market with Dvx. A Transcoder devise. Video Editing announcements should come soon. Mpeg2 over networks should be interesting. Alex said some settop deals. 6) What alliances with OEM are in the making from what is known from this thread? Intel, Toshiba, Phillips? and the Chinese companies, others. 7) You name it... Digital video is the biggest new market that the world has ever seen. Cube will have opportunities in products that are not yet thought of.