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Technology Stocks : C-Cube
CUBE 36.64-0.5%Dec 5 9:30 AM EST

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To: robt justine who wrote (18120)7/9/1997 11:53:00 PM
From: Stoctrash   of 50808
 
>that SG &A will maintain a high level and not drop with the top line. Yep...maybe very high due to DVD finialization. Just a guess though. >But do you expect production levels to maintain their pace when the company pre-announced the slowdown so early. ie, do you expect heavy inventories and a flat COGs number? I don't think Inv. will be rediculous, but may show some "weight" due to the slowdown, event thought they nipped it in the but early, some damage had already been done. I'm not bearish, just conservative for now. Why and where could they beat .25? I don't know but the only way they do that is if they know they have major DVD wins in hand, and at this point i don't this biz.yahoo.com filling up with DVD wins just yet. "hang in there"
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