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


To: DiViT who wrote (38226)1/14/1999 7:06:00 PM
From: John Rieman  Read Replies (1) | Respond to of 50808
 
DVD cameras. I-frame only and a storage pig...............................

tvbeurope.com

Momentum builds towards disk cameras

by James King

Just as disks have taken over from tape for many studio and OB recording applications, they are also beginning to find their way into portable cameras. At present, only Avid/Ikegami's EditCam is in daily use, but they will be joined next year by NEC's optical disk system and within a few years a host of manufacturers could be offering DVD-based camcorders.

Because DVD is basically consumer technology, it will have the huge advantage of mass market prices, particularly for the recording media. Unfortunately, there are several standards issues to be resolved before DVD cameras will see broadcast action. However, Sony was showing a prototype DVD system off the show floor at IBC which proved that the technology does work and produces surprisingly good results for something so far from production. But the three or four year wait for the DVD disk camera is attributable to lack of standardisation.

Sony's prototype is based on a specification created by the Optical Disk Camera's user group (made up of Japanese broadcasters, the US network ABC, and the BBC and IRT in Europe), and is based on DVD-RAM Level 1, with storage of up to 2.6GB per side. However, the user group, which is adamant that the disk must be based on an international standard, wants to use DVD-RAM Level 2, because it should offer 4.7GB storage per side.

But, that won't be ratified as a standard until next year, at the earliest. "If it uses proprietary media it is no use, so we have to wait for the consumer specification to be ratified," says Richard Lewis, Sony's product manager for camcorders. It will then take some time to complete development and start producing the recordable disks.

However, the prototype does give a good indication of the type of system they are aiming for. It uses MPEG-2 4:2:2, at 31 Mbps, I-frame only, with two channels of uncompressed audio and gives more than 20 minutes of recording time on the existing 5.2GB disk. Being a random access disk, it can have nonlinear recording (like Ikegami's RetroLoop feature) and playback.

It will have flexible data transfer rates, to accommodate most types of networks. It can also record and play back at any rate, giving 80 minutes recording time at 8Mbps. Users can also change the GOP (group of pictures) from I-frame only to increase recording times further.

Users will be able to do some simple editing in the camera, but a non-destructive editing workstation will also be available. The eventual camera will be the same size and weight as the prototype (or possibly smaller), which was a little bigger than a DVCAM camcorder.

Besides being delayed by the wait for standardisation, the main problems which have to be overcome before the DVD Disk camera is launched include: developing its electrical shock proofing; and making the drive fast enough for editing (which will require a special drive with capabilities above those of the consumer models). "But, until the media is fixed, nobody can move," says Lewis.

The demonstration used mechanical shock proofing, which worked perfectly despite the cameraman jumping up and down. The final version will also include solid state buffer memory, which will improve its ability to withstand shocks further. "Because it is a non-contact recording medium, it is difficult to damage the disk," he adds. It will also be very easy to maintain, and long-lasting, as the disks should be rewritable more than 10,000 times.

In a spin

However, "DVD can't match the high speed playback and record," of NEC's new optical disk recorder, claims Tetsuya Yamamoto, Diskcam developer, NEC. He believes that the market for disk cameras won't take off until the media prices drop, and says that the Avid/Ikegami field packs, which use magnetic disks, are too expensive. However, the optical disks used in the Diskcam will only be about $60 each. With 4.1 GB of storage, they can record about 20 minutes of video and audio using MPEG-2 4:2:2P I-frame only compression at 25Mbps, which should give high quality pictures.

The Diskcam is due to be available from NAB, for about $23,000 for a dockable digital disk recorder, which weighs about 3.5 kg, consumes 16 watts of power, and can be used with any conventional camera.

There will also be a $28,000 SDI desktop player available at NAB, with an SDTI version, which will allow two to four times real-time transfers. This is likely to be ready by the end of 1999. As the SDTI model will have two optical heads, it will be able to offer continuous playback at the same time as high-speed random access.

However, the Avid/Ikegami system has the advantage of being available now, and has been in use long enough that the bugs have been ironed out. Although it has been slow to take off, John Turley, Ikegami's marketing manager, says he has seen a resurgence of interest in the EditCam, "as people realise the applications it can be used for, such as sport. The BBC uses it for rallying, where the gaps between the cars is unpredictable and you have to keep recording. Well, you can with the RetroLoop. It gives transparent editing between cars, and means you have less footage to upload to base."

He says the software is now complete "and is considered to be idiot proof." There is also a new field editor for the EditCam which takes two field packs. The field packs themselves already record up to 40 minutes, and a new disk with 8GB drives should be shipping now which will give up to about 70 minutes. The system currently uses 5:1 compression, but should be able to offer up to 2:1 soon.



To: DiViT who wrote (38226)1/15/1999 11:19:00 AM
From: BillyG  Respond to of 50808
 
(OT) China knows how to deal with Y2K..........
zdnet.com




To: DiViT who wrote (38226)1/15/1999 3:34:00 PM
From: BillyG  Read Replies (1) | Respond to of 50808
 
Humor from the past -- Herb Greenberg, March 3, 1997...........
pathfinder.com@@*yntgwQAqxhx9zuj/fortune/1997/970303/fst8.html

March 3, 1997

THE LITTLE CHIPMAKER THAT
(PROBABLY) WON'T

The Next Battle In Consumer Electronics

Herb Greenberg

If you believe the hype, digital videodisk players, or DVDs, are
about to become the world's hottest consumer electronics
product. They are revolutionary. They can play nine hours' worth
of audio and video. They will replace your VCR and your CD player,
while also becoming standard equipment in personal computers,
videogame machines, and just about anything else that uses compact
disks.

Consumers ought to be skeptical about the words "hottest" and
"revolutionary," and so, of course, should investors. The major
commercial launch of DVDs hasn't even started yet, but some on Wall
Street have already decided that the big winner in this business will be
C-Cube Microsystems of Milpitas, California, which makes
digital-video compression chips that can cram a movie onto a compact
disk.

The happy version of C-Cube's story is based
on the company's pedigree in the consumer
electronics business. C-Cube has had great
success selling chips used in another
technology called video compact disk players.
(VCDs are less advanced cousins of DVDs
and are sold mostly in China, where they're
used to play karaoke music and to watch
X-rated films.) C-Cube's numbers have
indeed been impressive: Sales were $320 million last year, compared
with $45 million in 1994; over the same period, earnings increased to
$1.63 per share from $0.32 per share. Its stock, meanwhile, went from
$10 to $74 before last summer's tech-stock correction brought it down
to its current level in the low $30s. As Alex. Brown analyst Greg
Mischou recently told his clients, the company "is ideally positioned to
benefit from the digital-video revolution."

This all sounds exciting, but there's an even more compelling case
against C-Cube. (A lot of people are shorting this company. In fact,
C-Cube is one of the most shorted issues on Nasdaq.) For one thing,
the company's hold on the VCD chip business is slipping--ESS
Technology, located a few miles away in Fremont, California, is selling
a cheaper chip and is gaining market share.

Losing ground in an established market is bad enough, but what's
worse is that C-Cube's prospects in an impending DVD craze--even if
demand does become as heated as the hype--may not be much better.
Unlike in the early days of VCDs, when there wasn't much
competition, the DVD player marketplace will be crowded from the
start--semiconductor manufacturers such as LSI Logic, SGS-Thomson,
Zoran, and ESS will all likely produce chips to compete with C-Cube's,
as will many of the DVD player-makers themselves.

Adding to C-Cube's potential problems is the delayed rollout of DVD
players in the U.S. Under the best of circumstances, MPEG
Associates International, a tech-stock research firm, says that only
750,000 players will be sold throughout the world this year, with the
real launch not occurring until sometime next year. Furthermore,
whatever units actually get shipped probably won't sell all that fast
because of high prices (early models will run from $500 to well over
$1,000) and the fact that the first generation of DVDs can't record.

In other words, even if C-Cube scores some orders for its DVD chips,
it may have to wait for a while--a long while--before it makes money
off this business. And that would be disastrous for C-Cube's share
price. When chip companies go bad, "they trade at one to two times
their book value," says shortseller Marc Cohodes of Rocker Partners
in Larkspur, California. He figures a damaged C-Cube should trade
between $3 and $6.

C-Cube CEO Alexandre Balkanski didn't respond to several interview
requests. In the meantime, expect the Street to keep talking up C-Cube
as the DVD story. Just don't say we didn't warn you if it has an
unhappy ending.

HERB GREENBERG is a business columnist at the San Francisco
Chronicle.