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

To: j g cordes who wrote (32139)	4/13/1998 5:54:00 PM
From: John Rieman	Read Replies (1) \| Respond to of 50808

That $35-6M in Q2 is for VCD only. You still need to add Divi, DVD, encoders and settops to get total revenue. For Q1, revenue looks ~$92M. Q2 has a VCD hole in it and will require an increase in Divi and DVD for a flat Q.

To: j g cordes who wrote (32139)	4/13/1998 7:24:00 PM
From: John Rieman	Read Replies (2) \| Respond to of 50808

C-Cube's market position: VCD, Cube is dominant, above 65% market share. Competitors ESST OAKT Winbond UMC SGS Thomson DVD: DVD-ROM, CUBE is positioned for a 40-55% market share. When it takes off? Chromatic, Zoran, Sigma all have wins. DVD-Player, CUBE has competition from Toshiba/Matsushita for thier own business. Others with wins are Zoran, LSI, SGS Thomson. On current wins, ~20% market share, but your talking players that cost too much. Divicom: Just big. Major market share in DTH/Cable/Wireless headends and now, Broadcast. Settops: Cube hasn't faired well here. They need to improve. Less than 15% market share. Encoders! Small revenue source today, but a big play on the whole market of Digital Video. C-Cube is ahead of every other player. They need to stay there. Most of the announced single chip encoders will only be used for single purpose. C-Cube will compete with each, in different markets.