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

To: CPAMarty who wrote (29951)	2/26/1998 6:56:00 AM
From: J.S.	Respond to of 50808

Marty, I would say that the whole sector is being shook up now by Intel's market segmentation strategy of which C-Cube is a big part. It will cause DVD to replace CD in virtually all new PC's in a while and spur VCD players too. This will add revenues to C-Cube through intel, other semis and OEM needing decoding, and in encoding technology. I can't give a good estimate on earnings growth but would estimate that an extra 30 million in Q3 and Q4 each would be likely and more is even possible (we can all dream)' It takes people time to absorb what is happening. As always volume will tell us when this has sunk in and when analysts are ready to move. I believe we saw a sign close to yesterdays close. Or was that just Rare.. Joe