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

To: SirVinny who wrote (34291)	7/14/1998 8:07:00 PM
From: John Rieman	Read Replies (2) \| Respond to of 50808

ESS isn't saying how many chips they ship these days. C-Cube should announce around $32M worth of VCD chips shipped this Q. ASPs should be just below $10 each. That would mean C-Cube shipped 3.3M units. The best est. I have says that C-Cube has +/- 60% market share. Ess has +/- 30% and the combined sales of Oak, Winbond, and UMC are about 5%. This doesn't add up to 100% because of the +/- 5% that is moving all the time. That would mean Ess sold 1.7M units. Last year, in Q2, they sold 1.8M units, and C-Cube sold 2.3M units.