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Technology Stocks : C-Cube
CUBE 37.68+1.7%Jan 9 3:59 PM EST

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To: Albert Levulis who wrote (11677)3/18/1997 7:25:00 PM
From: Mark Cobey   of 50808
 
Albert,

I have to say that Cube is not "winning" over many customers and ESST is not "losing" customers. I have to make a statement that will hurt CUBE stock value.

That is that ESST's VCD chip is programmable. ESST keeps adding features to the point that CUBE will be tired of responding. And then CUBE have to give up the market share.

ESST's winning strategy is not LOWER COST of its VCD chips. It is LOWER SYSTEM COST because of more SYSTEM FEATURES ADDED through the programmable VCD chip.
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