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

To: John Rieman who wrote (245)	3/24/1998 6:39:00 AM
From: Maya	Read Replies (1) \| Respond to of 324

John, Thanks for the info. Street is not looking at this growth of Divi. It is just looking at DVD and Cube's role there. At this rate, soon more than 50% of Cube's revenues will be contributed by Divi and should continue to explode. We will have to keep a separate tally of Divi's contribution to help us analyze better. Do you also have the numbers for '95 and '96 by any chance?

To: John Rieman who wrote (245)	3/27/1998 1:42:00 PM
From: Maya	Respond to of 324

biz.yahoo.com Sony Corporation Licenses PersonalJava Technology From Sun Microsystems, Inc. Agreement will Support the Development of Applications Based on Java Technology for the Home Entertainment Network Environment SAN FRANCISCO--(BUSINESS WIRE)--March 27, 1998-- Sony Corporation [NYSE:SNE - news] and Sun Microsystems, Inc. today announced that Sony has entered into a licensing agreement with Sun for the use and distribution of the PersonalJava(TM) technology. In addition, the companies plan to support the development of applications based on Java(TM) technology for the digital home entertainment network environment. Sony and Sun feel that Sun's Java technology, already widely used for the Internet, suits the needs of the home entertainment network environment because of its versatility and cross-platform compatibility. The collaboration between the companies, subject to definitive agreements, will include Sony incorporating applications based on Java technology into its advanced digital AV products and Sun creating PersonalJava software development tools for digital AV products in the home entertainment network environment. ''Sony is creating an open architecture for the home entertainment network environment where users will be able to enjoy the seamless interaction of computers, AV equipment, and Digital TV,'' said Akikazu Takeuchi, President of Sony Corporation's Software Platform Development Center. ''The Java programming language serves as an excellent cross-platform tool for creating home entertainment network applications.'' ''Sony is an undisputed leader in the consumer marketplace,'' said Alan Baratz, President of JavaSoft, a business unit of Sun Microsystems, Inc. ''We are delighted that Sony has licensed Java technology for use in its advanced digital AV products. Sun is committed to further cultivating the development environment for applications based on Java technology for the home entertainment network.'' Sony Corporation is a leading manufacturer of audio, video, communications and information technology products for the consumer and professional markets. Its music, pictures, and computer entertainment operations make Sony one of the most comprehensive entertainment companies in the world. Sony recorded consolidated annual sales of over $45 billion for the fiscal year ended March 31, 1997, and it employs more than 163,000 people worldwide. Since its inception in 1982, a singular vision, ''The Network Is The Computer(TM),'' has propelled Sun Microsystems, Inc. (NASDAQ:SUNW - news) to its position as a leading provider of hardware, software and services for establishing enterprise-wide intranets and expanding the power of the Internet. With more than $9 billion in annual revenues, Sun can be found in more than 150 countries and on the World Wide Web at sun.com. Note to Editors: Sun, the Sun logo, Sun Microsystems, JavaSoft, PersonalJava, The Network Is The Computer, and Java are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and other countries. For reader inquiries about Sun's Java products and programs, call 800/528-2763, 512/434-1591 for international callers. Contact: Sony Electronics, Inc. Mack Araki, 408/955-5673 mack_araki@ccmail.sel.sony.com Rick Clancy, 201/930-6909 rick_clancy@mail.sel.sony.com or Sun Microsystems, Inc. Penny Bruce, 408/343-1796 penelope.bruce@eng.sun.com

To: John Rieman who wrote (245)	3/31/1998 6:45:00 AM
From: Maya	Read Replies (1) \| Respond to of 324

LSI - Sony: Why would LSI announce specific models of Sony include their chips? biz.yahoo.com LSI Logic to Supply Single-Chip DVD Decoding Engine for SONY DVD Players TOKYO, March 30 /PRNewswire/ -- LSI Logic Corporation (NYSE: LSI - news) today announced that it will supply SONY Corporation with a single-chip DVD decoding engine for SONY's recently announced second-generation DVD video players, the DVPS501D and DVP-M30, which are being launched in Japan this spring. The LSI Logic L64020 DVD decoding engine integrates all the key DVD player functions into a single device. The chip integrates more than two million transistors and 45 memories, combining more than nine discrete chips on a single package. The LSI DVD decoder chip includes an MPEG-2 audio/video decoder, along with Dolby Digital and Linear PCM audio decoders and sub-picture units (SPUs). The combination of these elements provide the highest quality video and audio performance available and offer customers a variety of advanced playback modes, including picture search, freeze frame, frame advance, frame reverse, and variable-speed play. Other advanced features that are also supported include on-screen menus, multi-camera angle, zoom and pan-and-scan functions. Consumer requirements such as VCD backward compatibility are also supported. ''We are delighted that SONY has chosen our single-chip DVD decoding engine,'' said Elie Antoun, executive vice president of consumer products at LSI Logic. ''SONY is truly the leading innovator in consumer electronics and has become the industry leader in DVD video by producing the world's finest quality DVD players.'' About LSI Logic LSI Logic Corporation, The System on a Chip Company(R) is a leading supplier of custom high-performance semiconductors, with operations worldwide. The company enables customers to build complete systems on a single chip with its CoreWare(R) design program, thereby increasing performance, lowering system costs and accelerating time to market. LSI Logic develops application-optimized products in partnership with trendsetting customers, and operates leading-edge, high-volume manufacturing facilities to produce submicron chips. LSI Logic is headquartered at 1551 McCarthy Boulevard, Milpitas, California 95035, 408-433-8000, www.lsilogic.com. SOURCE: LSI Logic Corporation

To: John Rieman who wrote (245)	4/9/1998 2:06:00 PM
From: Maya	Respond to of 324

John, Following share of Cube's revenues is excerpted from Lehman's report. Divi's share works out close to your numbers at $104 million. Let's concentrate on this and see how it adds up this time. C-Cube's 1997 sales of $337 million were 48% from MPEG-1 decoders serving the video CD (VCD) business in China (73% market share), 31% from video broadcast equipment system sales through the Divicom subsidiary (25% market share), 10% from MPEG-2 decoders principally for satellite/cable digital settop boxes (14% market share), and 6% from MPEG-2 encoders principally for the broadcast industry (57% market share). Divicom is already number two worldwide in supplying critical compression gear to digital broadcasters. Divicom looks likely to show steady strong growth averaging over 30% annually. Their Divi's growth estimates are a bit lower at 30%. This implies that Cube should demand a higher PE than it is trading currently at.