C-Cube Message Board - Msg: 1169409

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Technology Stocks : C-Cube

CUBE 35.80

+0.6%

12:02 PM EST

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To: Gregory Rasp who wrote (13127)	4/10/1997 11:02:00 PM
From: Gary A. Mullennix	of 50808

Agreed this was a momentum play on what was early on a 'story' stock. My point was that I got in on the story of DVD with the money filling in til then from the 'Chinese who couldn't get enough. But the company has moved ahead and become a true producer and has spent a lot of money on technology and position and should do well. I think your point of the shorts is a good one. This should be a slow quarter with several opportunities to make good buys in the twenties. I think this is a first quarter 1999 stock following the christmas 1998 season. There won't be enough lower priced units to buy nor enough software until the 98 season. So, this is for patient people. It also requires constant attention to see what else is going on competitively. There is a ton of money of the table and lots of good companies who want their piece. We'll see.

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