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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 (12268)3/29/1997 6:08:00 AM
From: sunny   of 50808
 
John and all y'other CUBEsters,

I'm following this thread closely and experienced a lot of trouble in understanding all of the technical stuff. For me it was a major improvement to sign every news with "CUBE in here" or "no CUBE in here" as there's so many news on DVD and VCD every day.

But actually I don't get the point why CUBE is doing so hard on DVD. What are the major problems? They seem to have appropriate products. Are they too expensive? Don't they have the major customers in VCD to sell DVD to as well?

I really don't get it because I think CUBE should trade at a higher multiple.

CUBE seems to have very high revenues per employee (over 800k$!). Anyone knowing if they expanded or intend to expand rapidly?

Thanks David for da great writings on the wall. Even if it confuses me as it seems to look very good for CUBE (once again <bg>)!

Please, some help me out by clearing up what the real problems in CUBE's business are (besides the pure term of "competition" and the obvious stock manipulation - they seem to have the broader customer base anyway).

Regards and tia,
sunny

P.S. J. Fieb, I've asked you before - do ya know when the Marimba IPO will take place?
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