Hey everyone. I've been out of town so I haven't been able to chat. A few more comments.
First, I think we should respect the views of all. Everyone has something to offer, and good insight is just as important as good info, and contrarian views should be carefully considered. ( However, I do enjoy the banter.)
Second, I don't know jack-didilee about the technology, but I do know business, and they tend to stick with good suppliers and proven technology. I believe Cubes big money will come from the DVD players, and it appears that they already have a huge presence with the major manufacturers from their previous experience. So I anticipate cube will again shoot up, especially with the large short position. It reminds me of Vitesse Semi, which collapsed to 7 and sat there for a while. Now its at close to 50 after a split. Wish I had followed my instincts and bought.
I think the main thing to watch is not earnings but sales and revenues. If they are climbing, the rest will follow. Just be ready for a very rough ride. I think long term its going to make people very happy.
One last note, I am no chartist and am no doubt the worst market timer around, as witnessed by my entry points into MEMC. So I usually skip the chart discussions. I'll just keep accumulating. It's not as much fun, but I think for me it will be more profitable. |
