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


To: Don Dorsey who wrote (30045)2/28/1998 9:55:00 AM
From: BillyG  Respond to of 50808
 
Good question. It is my understanding that CUBE sells just the ZiVA part and the daughtercard design. Customers buy the PC board, connectors, and (definitely) memory chips elsewhere. No glue needed. That's my understanding -- maybe someone could confirm.



To: Don Dorsey who wrote (30045)2/28/1998 10:50:00 AM
From: John Rieman  Read Replies (1) | Respond to of 50808
 
All of the customers announced make their own boards. If C-Cube made a board, they turn into a competitor. As volume increases, the price of ZiVA will drop in price. Chelsea is available from board makers this Q.



To: Don Dorsey who wrote (30045)2/28/1998 11:12:00 AM
From: John Rieman  Read Replies (1) | Respond to of 50808
 
One more point about Chelsea. C-Cube can market one or all of the products made by their manufacturers.



To: Don Dorsey who wrote (30045)3/1/1998 8:52:00 AM
From: J.S.  Read Replies (1) | Respond to of 50808
 
I think $35 for the board is an absolute upper bound. It does not
reflect the market price. Manufacturers should be able to obtain
all the components necessary for well under $30 of which C-Cube gets around $20. Even if C-Cube would provide the whole board, as I believe they will in some cases, competitive pressures may drive down the price well below $30.

joe