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Technology Stocks : C-Cube
CUBE 36.64-0.5%Dec 5 9:30 AM EST
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To: DiViT who wrote (32634)4/23/1998 2:11:00 PM
From: CPAMarty   of 50808
 
Can you provide me with some insight on the following:
(from GoBlueGoTarHeels over at Yahoo)
I way I see it, major competitors for CUBE are as follows:

IBM
ESST
ZRAN
and maybe LSI & VLSI.

I already now that CUBE has a significant cost advantage on ESST and IBM. In fact it looks like ESST maybe the one filing
for Chapter 11 if they continue with the red ink. IBM has their hands in too many buckets; thus, no real focus on CUBE's
industry. In fact rumors are surfacing that IBM will just use CUBE's products instead of developing their own. ZRAN doesn't make the
real thing. ZRAN's software solution, sound a lot like the philosophy of making love to a dummy as oppose to a real girl(you
don't need the real thing the imitation product will do; I DON'T THINK SO!). That leaves LSI and VLSI. I believe CUBE also has a
cost advantage on both of these potential competitors as well; however, I don't have mounting evidence to prove it. But I do know
that based on current valuation CUBE is MUCH CHEAPER INVESTMENT; plus I like CUBE's leaders. Overall, I see limited competition
in CUBE market thus I look for CUBE to start demonstrating superior performance both financially as well as in the stock market
over the next several years. CPA Marty please provide me with your comment to my assessment of the situation.
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