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Technology Stocks : C-Cube
CUBE 35.73+0.4%Dec 22 3:59 PM EST
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To: Andy Chen who wrote (11735)3/19/1997 8:16:00 PM
From: Kibby   of 50808
 
I think the shorts are in for a surprise. They are feeding off Herb's comments. What everyone bearlish on Cube fails to understand, is that their business is growing at a steady rate do to many factors.

1 .Vcd growth out pacing shrinking margins
2 .divicom's success in the broadcast arena
3 .the comming of dvd
4 .the comming of dvd on the pc
5 . PC desktop and notebook video encoding for internet, email, corporate presentations, and home video archiving.
6. the comming of the famed "E4" chip. applications unlimited.
7. The comming of the convergence box (i.e. the pc/tv/settop box/internet browser /DVD/ etc.)
All of these markets will be huge for C-Cube.

so, even at a moderate growth rate of 25 to 30% q to q. the stock should trade at 25 to 35 X earnings. thats 50 to 70 bucks!!!

The shorts are clearly feeding on the fact that cube hasnt responded to the rumors and has said relativley nothing since the last earnings report. (Anyone remember Moses and the 10 commandments??? No one heard from, or saw Moses for a long time and they lost the faith and started building golden calves and did some serious partying until Moses returned with the 10 commandments. Then you know what happened...... This could happen to the shorts and Herby)
k.
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