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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 (13284)4/10/1997 8:01:00 PM
From: Humblefrank   of 50808
 
I didn't mean to be negative there.

The Divicom purchase was great. I like that company even better than
Cube now, but it's obvious they have very high R&D and it hasn't
reached the point where it can pay for itself yet. Insiders own
most of the company and they must have know the Divicom purchase would not
help the stock for three or four quarters.

I think it's about time they recognize what really happened so we can be honest
and see that what we're investing in here is a company that has huge
potential and important technology going into the future. I'm sure not
investing in VideoCd and if I were I'd buy ESS. I'm not even investing
in DVD, which I think will defeat VHS but in a hollow fashion. Video sales
have been flat the last few years and they're likely to be in the future
even more so. The real growth is going to be in the newer technologies that
can send things into people's homes on near demand with very high
quality resolution and reasonable prices. Who needs video stores if you
have that?
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