C-Cube Message Board - Msg: 10520718

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Technology Stocks : C-Cube

CUBE 37.68

+1.7%

Jan 9 9:30 AM EST

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To: Black-Scholes who wrote (42916)	7/15/1999 12:42:00 PM
From: DiViT	Read Replies (3) of 50808

The expectations were built up using all kinds of colorful language. Yes, I think exploding was mentioned. After one of them I think imploding was used as well. DVD is transitionary for Cube. If you're hanging your hopes on DVD get out. The ASP isn't there for the volume to smash this quarter. We need to see solid evidence that all parts of DiviCube's strategy to grow the company beyond the old decoder chip supplier is working. Q2 should show evidence of this but the transition will extend through the end of the year. VCD is a memory and we DVD to replace it for now. We already know that the ASPs aren't holding up as well as VCD did in the begining. DVD decoder chips are already becomming a commodity. I'm looking for execution on Codec wins, DiviSys wins (ongoing service), and more end to end Divicom system installations including set-tops too. The signs are there for all that, just like they were for VCD and PC-DVD, problem has been one of execution. Fortunately this time more of it is in the hands of Dr. Lookabaugh, Cube's knight in shining armor.

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