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To: shane forbes who wrote (10636)	3/5/1998 10:30:00 PM
From: frank/fla.	Respond to of 25814

nsdq 100 march 98 1132.5 +4.35 as of 916 cst...

To: shane forbes who wrote (10636)	3/5/1998 10:50:00 PM
From: m thompson	Read Replies (1) \| Respond to of 25814

DVD article:CBS MARKET WATCH Symbol Lookup Zoran sees DVD boom starting in summer By Brenon Daly, CBS MarketWatch Thu Mar 05 16:55:12 1998 ÿ Also on CBS MarketWatch Industry indexes News Index NewsWatch Software Report StockWatch SANTA CLARA, Calif. (CBS.MW) -- Broad market acceptance of digital video this summer, after a year-and-a-half delay, will help chip maker Zoran (ZRAN) nearly double earnings this year, the company's chief executive said Thursday. Levy Gerzberg, head of the Israeli-based company, said he expected revenue from Zoran's digital video disk (DVD) operation to account for more thanÿ 40 percent of the company's total sales. That compares to 10 percent last year and 30 percent in 1996. "The DVD market is really starting to move," Gerzberg told CBS MarketWatch. Sales of the products for the digital video market -- including DVD drives, cameras, home theater set-ups and other items -- is expected to grow to 103 million unit in 2001 from 25 million in 1998. He backed analysts' projections of earnings of 6 cents per share for the current quarter, adding the range for 1998 of 65 to 75 cents in earnings per share is "not out of reach." The company earned 38 cents per share in 1997. ÿ ZRAN NASD Last Chg. 14ÿ15/16 -0ÿ15/16 % Chg. Vol. -5.91% N/A Day Lo. Day Hi. 14ÿ3/4 15ÿ5/8 Open Prev. 15ÿ1/2 15ÿ7/8 As of Mar 05/98 10:31 pm ET Last Trade Mar 05/98 4:00 pm ET 15 MIN. DELAY Originally expected to make a splashy debut in late 1996, DVD has been slowed by a number of legal fights and consumer confusion. DVDs are widely expected to replace CDs in the coming years as they can store up to 28 times more information than CDs. Wrestling cube The huge potential of the DVD market has also attracted C-Cube (CUBE), which trades at a lower multiple than Zoran. The market values C-Cube at 18 times earnings and 2.37 times sales during the last four quarters, compared to Zoran's ratio of 45 times earnings and 4.29 times sales. Zoran shares on Thursday closed off 15/16 at 14 15/16 while C-Cube fell 1 1/16 to 19 1/16. Levy said Zoran offers both chip and software solutions for the digital video market, while C-Cube uses only a chip solution. "The combination gives us a lot of flexibility," Levy said. He estimated chips generate about two-thirds of Zoran's total revenue with the remaining sales coming from software. Sealed boxes In an interview, Levy also said he expected the rise of the sub-$1,000 PC to spur Zoran chip sales. "The opportunity stems from the fact that most of the low-cost PCs are sealed boxes," he said, meaning chips can't be added internally to increase functionality. Instead, users who want to be able to watch digital films or edit images from a digital camera on their PC will add on a external peripheral. "Once you don't have to open your PC, it becomes very simple," Levy said. "We're moving out from the PC to peripherals." Levy also said he is looking for a boost this year from sales of digital audio chips, which go in speakers used for computers and televisions. They are expected to account for 20 percent of Zoran's sales, twice the level last year. Brenon Daly is an online reporter for CBS MarketWatch. ÿFRONT PAGEÿÿÿNEWS INDEXÿÿÿHEADLINESÿÿÿCOLUMNSÿÿÿMARKET DATAÿÿÿGLOBAL MARKETSÿÿÿÿMARKET MONITOR CHARTINGÿÿÿPORTFOLIOSÿÿÿMUTUAL FUNDSÿÿÿWEALTH CLUBÿÿÿSTOCKCHATÿÿÿTRADING CENTER FEEDBACK ÿÿ ADVERTISING ÿÿ INVESTOR'S PRIMER CBS MARKETWATCH RTÿÿÿCBS MARKETWATCH LIVE c 1998 MarketWatch.com, L.L.C. All rights reserved. Disclaimer. MarketWatch.com is a joint venture of CBS and Data Broadcasting Corporation. Company Information. CBS and the CBS "eye device" are registered trademarks of CBS Inc.

To: shane forbes who wrote (10636)	3/6/1998 12:45:00 AM
From: E.H.F.	Read Replies (1) \| Respond to of 25814

Hi, Shane. I bought into CPQ today, and I'm also long LSI. I believe you are mistaken about a warning. Just finished the CPQ thread...there's was a rumor about a warning. CFO actually said that he is comfortable with 1Q expectations, but said that competition was stiff. E.H.F.

To: shane forbes who wrote (10636)	3/13/1998 11:28:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

O Wise Wizard...So much of interest in your (Ref)post.and the like, that I have to respond.. You have really put a finger on it....there really is something strange going on with much of the semi industry.. Chip growth seems to be still ongoing, but it is getting more and more difficult for any SERIOUS money to be made. And it seems to be "backing uphill" into the semi eqt stocks...So I have left (most of my)LSI, VLSI, AMAT, and wondering about the next step back (VECO, LTXX, TER) where I have concentrated large bets. To restate the obvious: We are in an economic BOOM in this country; productivity is growing sharply, mostly due to technological advances; and the use of CHIPs is becoming pervasive, in everything from telecom to home entertainment centers; more and more complex chips are being designed and rushed into production, etc..... SO...where are the profits? It seems to get a bit wearying waiting for some incremental improvement in (miserable) margins...hoping for the next contract win (which improves the stock little or not at all)..and watching too much of my tech investment getting chipped away.. So what's the answer... I hate to be out of the semis, but have found it prudent to reduce certain aspects of the investment. Now concentrating in things such as your link suggested: AMAT, TER, DPMI..and especially DPMI. Speaking of which...that was some REALLY good info on Photomask pricing.. Were you even remotely aware (as I was not) that single photomasks have gone from $2,750 to $4,500 over the past five years, and at .25u run about $21,000 apiece...or $47,000 at .18u (projected, I presume)?... And does that run us close to $100k each as we approach .13u? For info, and your possible comment, DPMI is taking over one of the Korean inhouse photomask operations... biz.yahoo.com Does that look better for the good old USA or what? :-) TSO