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Technology Stocks : C-Cube
CUBE 36.64-0.5%3:59 PM EST

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To: Investor9999 who wrote (8752)1/18/1997 2:07:00 PM
From: DiViT   of 50808
 
No reason to quit Shalin, just answer my questions if your capable.
I'm just calling you on you nonsense of product superiority. Answer the questions.

Oh, and on ESS if you got it at a good price you should do just fine next week. Their other parts of the business seem to be doing fine.

I have no doubt that Fred will paint a rosy picture going forward and have other things to say at Cube's expense.
So Tuesday after the ESS call, if it goes as expected, Cube is up and ESS is down the shorts are working real hard to make that happen.
I'm not debating you on that.

Me, I'll probably try my first short for Q1.
I think the their EPS is a bit on the high side and the the hype of this quarter will push it into levels it can't support. I think we'll get an indication on how bad ESS's sell though on VCD and what the level of returns are. The indication will be increased inventories for Q1.
I can't prove it, and I will say so, but this is what I expect will happen.
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