C-Cube Message Board - Msg: 1119227

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Technology Stocks : C-Cube

CUBE 36.64

-0.5%

Dec 5 9:30 AM EST

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To: DiViT who wrote (12521)	4/3/1997 3:39:00 PM
From: John Thomas	of 50808

"from a component standpoint, VCD and DVD players differ only in the DVD loader mechanism and in the MPEG decoder chip that is used, otherwise they are essentially the same" From Hans 1/31/97 report. Does this mean that traditional US vendors (ie Sony Pan. & Mat the Japanese and Korean mfgs.) will be replaced by these Chinese mfgs. that are not household names??? Will the trade def. with China get bigger with home electronics?? Any thoughts?? will the store shelves at Best Buy and Circut City have new names on them. With CUBE having a single chip DVD solution and good relationships with Chinese OEM'S is the world changing?? PS the stock is droping like a rock. With big open interest in the April 22 1/2 puts. will 23 5/8 hold?? Big Bets with a 21 break even. John Thomas

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