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Technology Stocks : C-Cube
CUBE 36.42+1.1%3:59 PM EST

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To: Adam Irving who wrote (13058)4/9/1997 12:11:00 AM
From: Humblefrank   of 50808
 
Subj:

I believe this came out in the morning but I'm not sure.

>>I am cautiously optimistic on earnings for thursday. Estimates have
been lowered so so much, there would have to be real problems not to
meet them. In addition, to this point Alex B. has been rather "rosy"
in his talk and has not issued any warnings. If he is a man of his
word and has character, I take this to mean that Cube should cruise
in at .47 or .48. Now I don't honestly believe anymore that he is of
superior character, but perhaps the
reason he has not spoken is that yes, Cube could be off from last
quarter but still above estimates of .41 or so, so he thought no need
to comment. Weighting all the scenarios, my guess is that Cube could
report .44 or .45 and rally a little to the low $30's and then be
stuck. As all this would mean would be that, they were hurt by the
competition or video CD sales are slowing (but not as much as we
thought) and we still have the uncertainty of
how and when DVD will play out. I wouldn't expect to see Cube in the
$40's for quite some time and if earnings come in in the .30's, I may
have a beard before that day ever happens.>>

That's the equity advisor as copied from MF. Notice the last line. Kind
of sounds like a kid doesn't it?
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