C-Cube Message Board - Msg: 1084037

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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 (12235)	3/28/1997 12:06:00 PM
From: DiViT	of 50808

Phillips and Sony will make sure they have enough loaders for their own VCD units before they ship to Chinese OEMs. techstocks.com People you really need to think about this. While your at it consider who has the Phillips, Sony & Samsung VCD wins. Oh, and don't forget there's more to VCD than China. While it's a given that China moves the most VCDs you might want to consider that it might not be 90% of the entire VCD market any longer. Other areas are ramping up. George, when you talk to Hams today ask him how many units shipped to Korea and India. Get a hard number, I bet he can't. Which is why he's about to get embarassed on the 10th. It appears to me that the shorts are over confident, and starting to make mistakes. First Rocker & Greenberg, and now Hams. If you're a contrarian you'll reconize what this means.

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