C-Cube Message Board - Msg: 10090205

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Technology Stocks : C-Cube

CUBE 36.52

+0.3%

Dec 12 9:30 AM EST

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To: Peter V who wrote (42036)	6/11/1999 10:31:00 PM
From: Don Dorsey	Read Replies (2) of 50808

I know CUBE is becoming less dependent on China each day, but it's not entirely a coincidence that the Greater china Fund, a closed end fund of Chinese companies which I follow, hit a 52 week high today. Semiconductor stocks are rallying, DVD/set top companies are gaining notice, China is rallying, smallcaps are starting to outperform, and the July through November period has historically been the strongest for CUBE stock, partly due to coincidence and partly due to seasonal business factors. The point is that a lot of independent factors are all turning positive at the same time. If it lasts, it will be a fun ride.

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