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

To: Robert G. Harrell who wrote (38596)	1/26/1999 8:47:00 PM
From: John Rieman	Respond to of 50808

Thanks Robert. I've seen the same thing in Digital Video, at least the 10% side. Markets that are reaching 10% today include: DVD-ROM. Almost 7M computers shipped with DVD-Rom drives in 1998. In just 3 or 4 years it will take 100M DVD-ROM/DVD-Recordable drives to ship with PCs, annually. The problem is in 3 or 4 years, CPUs will do a good job of decoding with CPU space left for interactivity. That leaves the recordables as C-Cube's target. VCD/SVCD, but it is being replaced by DVD players. 50M VCD/SVCD players are now installed in China. China says that 220M of the 400M households own color TVs. It's more like 300M. VCD/SVCD/DVD has a lot of market penetration to do. DVD Players in the US are less than 18 months from reaching 10% of the 100M TV households. Europe is a year behind, but just in DVD. Settops. Already a large market, but not 10% yet, but soon. Every place you have a TV/tuner, you are going to need at least a decoder. Interesting article today.......................... exchange2000.com Microtune figures its initial product and follow-on ICs will be able to address a worldwide tuner market that totals about 300 million units a year, counting color TVs, VCRs, direct broadcast satellite (DBS) systems, cable set-top boxes, cable modems, PC/TV, and picture-in-picture (PIP) applications. ******************************************************************** Encoders are hard to call. They keep thinking of new ways to use them, although at consumer prices.