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Technology Stocks : C-Cube

CUBE 35.64

-1.8%

11:53 AM EST

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To: Stoctrash who wrote (47976)	12/21/1999 1:30:00 PM
From: view	Read Replies (2) of 50808

All the good news is coming from Divicom. The Semi side is and was spending more money on R&D than the Divicom, but less to show. These guys were in disarray. They would cancel programs that was almost ready to go to production (waste a valuable engineering resources and loss of opportunities). Just look in the press releases and see how many different VP's have come and gone. This new Guy Ray is an example. Umesh promised me that will be fixed in 4 months (12 months ago) and I still do not see an evidence of it. They have a great talent, IP, and first in the market, but they are not able to capitalize on it. With the money that they were spending on R&D and the lead that they have, there should not have been any reason why ZRAN or ESST would beat them with new chips which had a better functionality and cheaper. These guys should have killed ESST when they were really down, but they had no marketing visionary to do so. The best example is their push for CVD (which was OK to push), but the problem was they had no back up plan in case the Chinese government decided not to back it up. they ended up being behind ESST in chip design (cost and functionality) and ESST got another life. All the good companies crush the competitor by aggressively coming out with new products that is better, more functionality and lower price, this way the weaker competitor has no chance to spend as much money and keep up. This is the game of the successful companies. And if it takes you too long to do it internally, then go buy the other companies. That is the reason that I left the company since I saw all the future in Divicom. Semi side is a good company but they lack execution and killer instinct.

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