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Technology Stocks : C-Cube
CUBE 36.52+0.3%Dec 12 9:30 AM EST

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To: Eric123 who wrote (15725)5/20/1997 1:52:00 PM
From: PrettyBoy   of 50808
 
To: David Nadalin (8608 )
From: Shalin Madan
Jan 15 1997 7:43PM EST
Reply #8612 of 15743

THIS IS A MUST READ. IF YOU ARE ABLE TO ANSWER QUESTIONS I
WILL POSE, THEN YOU WILL BE ABLE TO ASCERTAIN WHERE YOUR
SHORT-MEDIUM TERM POSITION LIES IN C-CUBE.

I am responding to your comment on, "C-Cube doesn't know how to sell in China."
This is merely a restatement of what I was trying to express a month ago. C-Cube's
management is completely unprepared to capture the HUGE UNEXPLOITED
Chinese market. They barely have Chinese speaking management! As you well know,
I'm an ESST bull, and so you can guess who DOES have the efficient, coordinated
Chinese management.

OK EVERYBODY, PLEASE ANSWER THE FOLLOWING QUESTIONS.

1. CAN ANYONE TELL ME HOW MANY DESIGN WINS CUBE HAS ON
THEIR LATEST HIGH END CHIP? HOW MANY DOES THEIR MAJOR
COMPETITOR HAVE?

2. CAN ANYONE TELL ME WHY CUBE MANAGEMENT NEVER LETS
ANYONE ELSE BUT THEIR FRIENDS PARTICIPATE IN CONFERENCE
CALLS?

3. CAN ANYONE TELL ME HOW MUCH THE DVD ASP (AVG. SELLING
PRICE) IS FOR CUBE THIS PAST QUARTER vs PREVIOUS?

4. CAN ANYONE TELL ME WHAT IT GENERALLY MEANS WHEN A
COMPANY LOSES HEAVILY THE DAY BEFORE ITS EARNINGS ARE SET
TO COME OUT?

Answers:
1. 3 vs. 36
2. because they know they are in bad shape
3. $17 vs. $45
4. Insider selling

Now it is only my BELIEF, but the evidence looks like CUBE is in for a big fall to 25
and possibly further subsequently. It is virtually impossible to be trading at current
levels. By the way, can anybody who is supporting CUBE buy more on margin so I
can borrow it to short?
And yes, I freely admit I am a holder of ESST and a short on CUBE. I'm doing ok on
both so far.
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