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

To: J Fieb who wrote (37908)	12/22/1998 12:02:00 PM
From: BillyG	Read Replies (1) \| Respond to of 50808

DVD Video Titles Sales Surge as Holiday Shoppers Snap Up Movies and Music Videos to Put Under the Tree Top Selling DVD Video Titles List From the DVD Video Group and VideoScan Reach New Heights LOS ANGELES, Dec. 22 /PRNewswire/ -- Another testament to the popular digital home entertainment format, DVD Video has reached another milestone. Heading into the home stretch of holiday shopping, DVD software sales jumped an unprecedented 22 percent. Underscoring experts' previous predictions, DVD Video is proving to be a favorite among holiday shoppers. With many new releases on the top list, the winners were still popular hold outs from previous weeks. In its second week of release, "Mask Of Zorro" from Columbia TriStar Home Video tops the list of the 20 best-selling DVD Video titles for the week ending Dec. 13, 1998. Music videos were also big sellers with Metallica's "Cunning Stunts" from Electra Entertainment Group topping the best-selling music video titles in the DVD Video format. All this is according to the charts released today from the DVD Video Group and VideoScan. "DVD Video continues to be one of the hottest technology gift items this holiday season," said Paul Culberg, president, DVD Video Group and executive vice president, Columbia TriStar Home Video. "We're thrilled to see the consumer embrace the digital format with so much enthusiasm." The charts are based on sales data collected by VideoScan from retail locations nationwide, including Best Buy, Blockbuster, Circuit City, Musicland, Tower Records and more, but does not include small specialty stores and mass merchants such as Wal-Mart and K-Mart. The list also can be found on the DVD Video Group's web site (www.dvdvideogroup.com). Since its inception in 1993, VideoScan has been providing timely video sales information and charting capabilities for major studios as well as home video divisions specializing in non-theatrical areas of interest. VideoScan's computerized point-of-sale tracking system currently collects data from more than 16,000 retail locations. VideoScan utilizes the same technology for its home video and DVD services, that its sister company, SoundScan, presently uses to compile music industry charts and data. The DVD Video Group is a Los Angeles-based, industry-funded nonprofit corporation that exists expressly to promote consumer awareness of the benefits of DVD Video and to provide updated information to the media and the retail trade about DVD Video players, movies and music videos. Consumers can reach the DVD Video Group at (323) 845-0160 or through its web site at www.dvdvideogroup.com. TOP 20 BEST-SELLING DVD VIDEO TITLES For the Week Ending December 13, 1998 Rank Title Label 1 Mask Of Zorro Columbia TriStar Home Video 2 Six Days Seven Nights Buena Vista Home Entertainment 3 Good Will Hunting Buena Vista Home Entertainment 4 Small Soldiers Universal Studios Home Video 5 Godzilla Columbia TriStar Home Video 6 Gone With The Wind MGM Home Entertainment 7 Peacemaker Universal Studios Home Video 8 Hunt For Red October Paramount Home Video 9 Top Gun Paramount Home Video 10 Lost in Space New Line Home Video 11 Tomorrow Never Dies MGM Home Entertainment 12 City of Angels (Special Edition) Warner Home Video 13 U.S. Marshals (Special Edition) Warner Home Video 14 Star Trek: First Contact Paramount Home Video 15 Austin Powers New Line Home Video 16 The Wedding Singer New Line Home Video 17 Horse Whisperer Buena Vista Home Entertainment 18 Perfect Murder Warner Home Video 19 Face Off Paramount Home Video 20 Devil's Advocate Warner Home Video TOP 10 BEST-SELLING MUSIC VIDEO TITLES (DVD VIDEO FORMAT) For the Week Ending December 13, 1998 Rank Artist Title Label 1 Metallica Cunning Stunts Electra Entertainment 2 Rolling Stones Bridges To Babylon Warner Home Video 3 Mannheim Steamroller Christmas Live American Gramaphone 4 Va-Divas Live Divas Live Epic 5 Fleetwood Mac The Dance Warner Music 6 James Taylor Live At The Beacon Theatre Sony Music 7 Andrea Bocelli Night In Tuscany PolyGram 8 Queen We Will Rock You - Live Anchor Bay 9 Stevie Ray Vaughan Live From Austin, Texas Epic 10 Celine Dion Colour Of My Love 550 Music SOURCE DVD Video Group and VideoScan /CONTACT: Amy Jo Donner of Douglas Consulting Group, 323-845-0147, for DVD Video Group/ /Web site: dvdvideogroup.com

To: J Fieb who wrote (37908)	12/22/1998 12:23:00 PM
From: darrell cannady	Read Replies (3) \| Respond to of 50808

earning estimates.... 4Q estimates IMH amateur opinion: encoders 6.3m divi 39.5m dvd 9.2m stb 13.6m vcd 38.4m total 107.0m revenues 15.9m earnings $.341 eps

To: J Fieb who wrote (37908)	12/22/1998 3:22:00 PM
From: John Rieman	Respond to of 50808

J, at exactly $100M in revenues, cube would report: Revenue $100M COG 46M(54% gross margin, down from 55% last Q) R&D 19.8M(up $1M over last Q) SG&A 16.2M(up $1M over last Q) Income 18M Other income 1.6M(interest income from cash &ST investments) before tax 19.6M taxes 5.9M(30%) net 13.7M Share count would have dropped under 39M for this Q, if the stock price was below $19/share(there are a lot of employee options w/ strike prices in the 19s). When the price moved through that area, in the money exercisible options need to be added in. I used a 40M share count. EPS = $.34 At $107M: Revenue: $107 COG 49.5 R&D 19.8 SG&A 16.2 Income 21.5 other 1.6 Before tax 23.1 taxes 6.9 net 16.2 EPS = $.405 My 54% gross margin is a little low, it could be closer to 55%. Increasing expenses by $2M in one Q is high. Other income is adding $.03 per share, and buying back the converts had a lot to do with turning other income positive. When I break down the sales, something around $107M looks likely, the analysts must not agree. As a long time investor in CUBE, 24% sequencial growth, Q over Q, seems impossible.