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

To: Bob Strickland who wrote (36718)	10/13/1998 3:24:00 PM
From: DiViT	Respond to of 50808

I don't think it was a sudden change of heart... Didn't they say last quarter that VCD was going to be a smaller part revenues? IMO: VCD has matured to the point to continue to compete they run the risk of destroying margins in that market. SVCD will go mainstream just as DVD drops in price to the point where the consumers can afford it (it's already close to that now). I would like it very much if Cube could transtion itself out of that market, and spend their resources on DVD in that part of the world (and elsewhere) instead. I think SVCD/CVD is a last ditch effort to milk a bit more out of that market before DVD comes along. VCD has now dropped to 30% of their revenues. Hope that trend continues. "Anyway, next year they'll be buying DVD instead. The cost are already down to the point where this whole CVD vs SVCD battle could just go away." techstocks.com