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: DiViT who wrote (29642)	2/18/1998 5:22:00 PM
From: Brad Rogers	Read Replies (2) \| Respond to of 50808

David, Can you explain what the relationship between the Zoran and Cube products regarding Intel. Is there overlap/duplication? Competition? both announcements seem very "close". I apologize if this point has already been addressed.

To: DiViT who wrote (29642)	2/18/1998 5:31:00 PM
From: Maya	Respond to of 50808

Hey, I thought you are a techie and you talk only in techese. Definitely your terminally (Zoran's) is better understandable by the investing community than Cube PR's.

To: DiViT who wrote (29642)	2/18/1998 5:42:00 PM
From: PaulW	Read Replies (2) \| Respond to of 50808

According to my broker, the news was posted on the DOW after the market closed. I wonder if there will be a positive follow through. ZRAN probably reacted after it was posted - up 1 1/4. Paul

To: DiViT who wrote (29642)	2/18/1998 6:00:00 PM
From: BillyG	Read Replies (1) \| Respond to of 50808

Diamond is generating so much business with its "recently announced relationships with major OEM partners" that it is outsourcing its board manufacturing (for high quality graphics accelerators). It looks like it's linked to the Intel and CUBE business.................... CMC Industries, Inc. Announces Turnkey Relationship With Diamond Multimedia SANTA CLARA, Calif.--(BUSINESS WIRE)--Feb.18, 1998--CMC Industries, Inc. (NASDAQ: CMCI) today announced that it has been awarded a turnkey contract by Diamond Multimedia Systems, Inc. (NASDAQ: DIMD) to manufacture products in support of Diamond Multimedia's recently announced relationships with major OEM partners. The contract is expected to generate revenue for CMC of approximately $100 million on an annual basis. "We are pleased that Diamond Multimedia has selected CMC as a manufacturing partner in executing its OEM strategy," commented Matthew Landa, President & CEO of CMC Industries. "This contract reflects the strength of the working relationship that we have established with Diamond over the past two years and is a reflection of the high level of quality and service provided by CMC to its customers. We look forward to assisting Diamond in serving the growing needs of its OEM customers." "Diamond Multimedia looks forward to working with CMC Industries to provide high-quality graphics accelerators to our growing number of customers," said Larry Elizondo, Vice President of PCA Operations at Diamond Multimedia. Diamond Multimedia Diamond Multimedia is driving the interactive multimedia market by providing advanced solutions for home, business and professional desktop computer users, enabling them to create, access and experience compelling new media content from their desktops and through the Internet. Diamond accelerates multimedia from the Internet to the hard drive with products that include the Stealth and Viper(R) series of media accelerators, the Monster series of entertainment 3D and sound accelerators, the Fire series of professional 3D and SCSI accelerators and the Supra(R) series of modems. Diamond also markets DVD and video phone kits. Diamond's common stock is traded on the NASDAQ stock market under the symbol DIMD, and its web site address is diamondmm.com. Headquartered in Santa Clara, California, CMC Industries is a leading provider of electronics manufacturing services to original equipment manufacturers in the telecommunications, computer and electronics industries. The Company has operations in Corinth, Mississippi; Santa Clara, California; Hermosillo, Mexico; Huntsville, Alabama and Taipei, Taiwan. For further information, visit CMC's home page at cmcindustries.com. The matters set forth in this news release may contain forward looking statements. Actual results may differ materially from those described herein and are dependent on certain risks and uncertainties including, but not limited to, the timing and magnitude of orders from customers with projects currently in development as well as continued orders and growth in orders from customers already in volume production, the ability of the Company to accurately forecast the timing and magnitude of future customer orders and appropriately adjust its expenditures in respect thereof, changes in customer mix and volume, competition, component availability, inventory obsolescence, business conditions in the general economy as well as the industries in which the Company and the Company's customers' compete and other risk factors such as those detailed in the Company's SEC reports. CONTACT: CMC Industries Inc., Santa Clara Andrew J. Moley, 408/982-9999 ext. 503

To: DiViT who wrote (29642)	2/18/1998 6:28:00 PM
From: Bob Strickland	Read Replies (1) \| Respond to of 50808

I believe it's all EPS from here on in for C-Cube. Announcements about deals with Intel, Dell, Toshiba, or the discovery of the "Holy Grail" have had little impact on C-Cube's stock price. This has become a "show-me" stock IMHO, with the fund managers shouting at Alex, "SHOW ME THE MONEY!" Hopefully, over the next three quarters, Alex will do just that. But if VCD supply exceeds demand, look out below! Wow, back in October the stock was at $35.00 with EPS for Q3 at $0.25. How things have changed!