C-Cube Message Board - Msg: 1061804

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Technology Stocks : C-Cube

CUBE 36.52

+0.3%

Dec 12 9:30 AM EST

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To: Rodger Wenzel who wrote (12012)	3/25/1997 3:02:00 PM
From: DiViT	of 50808

The competition threat is over stated. A bit overstated but not ignorable, it hurt. They have a slightly smaller share of something that is twice as big as last year. You said last year, what about last quarter? We're at the beginning of the ramp in Q1-97. I dont think it's twice as big as Q4-96. Yes they are selling it cheaper, but the average cost to manufacture has gone done considerably Call it even then. Not much R&D left in the VCD market to capitalize over twice as many chips. They just came out with a new chip this quarter, there was R&D involved. Look, I haven't changed my mind about CUBE I still think it's a wonderful long term investment and I'm still holding. I don't think it's a good short term investment. Q1 is going to be soft, Q2 is uncertain at this point.

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