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To: BillyG who wrote (37753)	12/11/1998 2:47:00 PM
From: Steve Reinhardt	Read Replies (2) \| Respond to of 50808

BillyG, The DVD market starts to take off in Taiwan. Yes. How many units in 1998? in 1999? 2000? We don't know. But we have been told the units to be sold in the whole Europe. about 150KU in 1998. 300KU in 1999, and 500kU in 2000. How about USA? it is best at close to 800KU in 1998,perhaps 1 to 2 MU in 1999. It probably will take off in 2000. Therefore all the news on DVD market is overblown. The real market for consumer video today, to the end of this year, to the end of next year, is SuperVCD, VCD, and DVD. Exactly in that order. With about 16 million units to be divided among the VCD(The incumbent), the SuperVCD(the Rising new star) and DVD (a distant 3rd cousin to be looked at after Jan. 2000), it is very clear DVD probably will be probably less than 50 thousand unit in 1998, 100KU in 1999, etc., ??? in 2000. The SuperVCD is shipping at a rapid pace with 20%+ in quantities and 90%+ in profits. Therefore it is obvious that the battleground is in SuperVCD in China. I think CUBE could probably hold the SuperVCD market. The decision to go after the Divicom advantage is a right one. Steve

To: BillyG who wrote (37753)	12/11/1998 2:52:00 PM
From: Steve Reinhardt	Read Replies (1) \| Respond to of 50808

BillyG, I am betting on single chip CMOS image sensor chip. The CCD image sensor is not going to give up its market share. There will be a big fight. Once the luminicity property of the CMOS image sensor improves to meet the specification, you will see CCD sensor price will drop drastically. It already started last year when the first CMOS image sensor showed up in the market place. From what I heard, CCD currently still are brighter and better. However, the future seems to favor CMOS devices. Steve

To: BillyG who wrote (37753)	12/11/1998 3:56:00 PM
From: John Rieman	Respond to of 50808

Deutsche TeleKom using d-boxes............................. inside-cable.co.uk DEUTSCHE TELEKOM CABLE TO LAUNCH OWN DIGITAL SERVICE -------------------------------------------------------------------------------- Deutsche Telekom plans to launch its own digital programming package to its direct cable customers. The German newspaper Die Woche has reported that customers will need to buy the d-box decoder, developed by the Kirch Group in order to subscribe to the 15 channel package. The channels to be carried are being developed by a range of programmers. They range from Single TV for unmarried viewers, to a holiday channel called TV Tur and include a music channel. Telekom has been supplying the digital programme packages from Premiere, DF1 and ARD, for which subscribers paid directly to Premiere and DF1.