C-Cube Message Board - Msg: 1171349

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Technology Stocks : C-Cube

CUBE 36.62

-0.1%

Nov 14 9:30 AM EST

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To: Andy Chen who wrote (13337)	4/11/1997 9:36:00 AM
From: VINTHO	of 50808

Andy--lets see!! If cube sold 2.6mln Vcd's in qtr1 then one can conseratively assume the :4x2.6=10.4mln/97--if the total # of units now estimated for 97 to be between14/15 mln units then10.4/14=74%of market share!!This fact coupled with the clear statement from AB during the call that "we can't make these units fast enough to meet demand"andthat the "1st 10 days of April (qtr2) have shown that the sales are even >than the previous surge witnessed in the last 6 to 8 weeks" one can safely assume that the trend has changed indeed! I'd say the shorts know this and will try and leave enmasse during this qtr. --Dont sell they need you out to get in! Ironic isn't it? Lastly-AB said thatThey donot believe the Vcd market to be cyclical anymore and when really pushed by the Alex Brown analyst AB said that Cube will"maintain it's majority position in the Vcd market in 97. "Greater than 50%!!! What more do you shorts need to feel unwelcomed.

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