C-Cube Message Board - Msg: 11320939

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Technology Stocks : C-Cube

CUBE 36.65

-0.7%

Nov 13 3:59 PM EST

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To: John Rieman who wrote (45133)	9/21/1999 9:37:00 PM
From: JPM	Read Replies (1) of 50808

In trying to assess the Quake... I came up with this... TSM will lose 10% of 1 month's supply... and so let's say CUBE loses 10% of 1 month's supply from TSM... that's 3.3% of 3 month's supply of chips... So maximum, CUBE would lose 3.3% of their Q4 revs... but that assumes that CUBE does not have inventory built up for 3 days worth of supply. In the last Q, CUBE ended with 12MM in Inventory, which should more than balance out the 3.3MM which may be lost due to the Quake... So I am starting to believe that this is going to be a non-event after all... But I will call IR tomorrow and report back. J

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