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Technology Stocks : C-Cube
CUBE 37.54+1.5%Nov 7 9:30 AM EST
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To: VINTHO who wrote (15509)5/14/1997 11:22:00 PM
From: John Rieman   of 50808
 
It's my understand that they can't make enough of the CL484s. Chinese OEM need to shut down their line to switch to the cheaper/greater feature/smaller CL680 chip. The demand is too large to build an inventory for a shutdown. They won't switch to the CL680 until Cube can get them enough CL48xs.

If Cube can ramp up production of CL48xs, they run the risk of over producing when all the OEMs switch.

It's a problem. Too bad they didn't stuff the channels last Q.
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