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

To: DiViT who wrote (36250)	9/26/1998 3:40:00 PM
From: JEFF K	Read Replies (1) \| Respond to of 50808

Denon (Cube inside) to ship its first DVD player with HDCD starting Sept 98. Good Guys will be merchandising the systems.

To: DiViT who wrote (36250)	9/26/1998 3:50:00 PM
From: J Fieb	Respond to of 50808

I hope they sell a lot of 'em. I'm interested in CUBE's sub $1000.00 qoute on consumer DVx. A recent AMD release had some stats. A survey by Ziff-Davis Market Intelligence released Thursday showed that 42% of PC sales in the second quarter were sub-$1000, a dramatic gain from what was considered a respectable 13% in the first quarter. Little more than a year ago many industry experts scoffed at the notion of sub-$1000 machines making a meaningful dent in the market. Even Intel appeared to be caught by surprise, allowing AMD and National Semiconductor's Cyrix (NYSE:NSM - news) to establish themselves at the low end. The non INTC guys think thay have over 50% of this market. Put a Dvx on one of these and you create a box that no Pentium II could match. A 1% attach rate of DVx for the PC market would be 45 million in revenue for CUBE.10%,20% too much to think about. They enable the low end to have features the high end can't match unless they add a check box for DVx too. Can't wait to watch this one play out!