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

To: Bob Strickland who wrote (31575)	3/28/1998 3:41:00 PM
From: John Rieman	Read Replies (3) \| Respond to of 50808

Sony is a big win. The thread, mostly expected a LSI win here. Sony will sell around 500K players this year. Dell will ship 2 to 3 times more DVD-ROM PCs. Who supplies the Sony Playstation? OEMs lean toward current vendors. Check out your firm's buyers. They have relationships with the salesmen. LSI has a chip that works. They have a relationship. Toshiba is a big win.(I hope C-Cube builds a relationship here.) LG will ship DVD players to the US under the Zenith Lable. Good Player win. Samsung player is a good win. They had planned to ship 100K to China in 1997. More to the US and Europe. I don't know how close they came. Aiwa is only shipping in Japan. Marantz could be a big player win, if Philips uses C-Cube in some other lines. Matsushita/Panasonic have their own chip. Thomson/RCA have ties with SGS Thomson. Sharp bought Zoran's chip. Pioneer? Mitsubishi? JVC? Others? Don't forget the Chinese OEMs. Lots up for grabs over the next year. DVD-ROM sales this year are estimated to be between 7M and 20M units. DVD player estimates are around 2.5M. Not a big incentive to cost reduce your player design. One company accounted for 20% of C-Cubes sales last year. They don't say who? DVD was 3% of last years sales. Divicom is a growth story. It could move from about 1/3 of C-Cube's revenues to 1/2, over the next two years. Competition and price cuts. That's to be expected in a market the size of Digital Video. Everybody wants in.