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Technology Stocks : C-Cube
CUBE 38.65-0.8%Jan 22 3:59 PM EST
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To: DiViT who wrote (47096)10/29/1999 4:27:00 PM
From: Black-Scholes  Read Replies (4) of 50808
 
"No they said that Cube silicon portion of STB would increase from $12 to something like $30. Shouldn't we discount that if the ASP are falling?"

Listen to you guys. RELAX. It's no wonder how all of you actually talked yourself into thinking Innovacom was a real threat two years ago. Shssss. You're talking as if it's a given that ASP's are falling. Why are you almost systematically dismissing what they said in the CC about their margins and the 25% sequential increase in DVD unit shipments? - let alone the 50% increase in STB unit shipments?
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