SI
SI
discoversearch

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
CUBE 36.64-0.5%Dec 5 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Smart Investor who wrote (13206)4/10/1997 5:28:00 PM
From: Kibby   of 50808
 
Dear Smart investor,

Do your homework about the valuations of the Semis today and the margin models of fast growing companies. Do you realy believe that margins should actually increase for 38% more revenue for Q1 97 vs Q1 96. in the case of Cube???
Do you know the difference between ingorance and Stupidity?

Only one can be taught.
K.

Your comments
>>>>>>>>>>>>In today's environment, 2 cents above estimate will not cut it. There is no improvement in margin. It just shows again that the semi. industry is still far from recovering, otherwise CUBE should show margin improvement compared with 1996. Some people have been chanting recovery for almost 9 months, but there has been no solid evidence of that. The stock price of the whole semi. group is running ahead of itself. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext