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

To: Carnac who wrote (38295)	1/20/1999 1:21:00 AM
From: Stoctrash	Respond to of 50808

>why do you people have such a love affair with China ? A couple billion smart people with an Army that could kick our ass if they wanted.... might be a good start!!! Don't you think they are the next Japan when it comes to making/sending us fat Americans goods as well as consuming some of ours? I don't think a love affair is quite it...just a realization that they have a huge untapped market...and the first to really go digital in regards to consumer video. Maybe it's all a hoax? BTW...carnac, explain to the thread the PCI or Not-to-PCI the DVx? Mistake, fumble, call for instant replay, or just blame those damn farking blind refs?

To: Carnac who wrote (38295)	1/20/1999 8:05:00 PM
From: John Rieman	Read Replies (2) \| Respond to of 50808

Just ran the 1998 VCD numbers. Almost 90% of vcd chip sales are to companies in China, or for export to China. My numbers may not be accurate, they are based on only partial information. In 1997, about 20M units of VCD chips shipped. When we started 1998, the VCD market was expected to be 30M units worldwide, and China's production capacity was 50M units, alone. My numbers say that just under 24M units shipped in 1998, C-Cube had over 14M of those. A big decrease in growth momentum. 25% of C-Cube's VCD chip shipments, in Q4, 1998, should be Chao Ji VCD. About 1M chips. ASPs around $12. VCD 2.0 ASPs around $7-$8.