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Technology Stocks : C-Cube
CUBE 36.64-0.5%Dec 5 9:30 AM EST

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To: John Rieman who wrote (12207)3/27/1997 9:08:00 PM
From: K. Law   of 50808
 
John Rieman

The majority of Chinese OEM VCD designs are based on Sony and Philip
CD loader. That is where the shortage come from. Needham may be able
to predict the sale of VCD this quarter but no way they can predict
what will happen in next quarter if CD loader problem cannot be
solved. However, IMO, everyone will get hurts and ESST will be the
one hurts most.

Regard
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