Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bob Strickland who wrote (39488)	3/26/1999 12:26:00 PM
From: DiViT	Read Replies (3) \| Respond to of 50808

Define big accounts? Aren't the Creative and ESS wins in a market that is is or will be declining? With declining ASP and margins? While we should expect that there is an effect on revenues I'm not sure the effect "big". DVD was something like 4% of Cubes revenue with Creative being some fraction of that. Cube has said repeatedly that the PC DVD market will eventually give way to SoftDVD. It used to be in their FAQ but the FAQ has been mysteriously replaced by a page that says: "The FAQ's will be updated following the Q1 Conference Call, which will occur during the week of April 12, 1999." c-cube.com ESS' Malata win was for SVCD and how big was that for Cube? Unknown. I seriously think that the MediaOne win is greater than the Malata loss. I also happen to think that the German TV win will be better revenue over time that Creative DVD loss. And let's not forget the recent Canal+ win. Should we go to the shareholders meeting and get them to trade those wins back? John can you contrast the recent wins against the recent "losses"?