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Technology Stocks : C-Cube
CUBE 35.84+1.4%12:59 PM EST

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To: stakasaki who wrote (856)6/11/1996 4:49:00 PM
From: Andy Chen   of 50808
 
i feel offended regarding your comment on "long-term"

how many times have i said i expect cube's growth to expand beyond
year 2000. and "this is only the beginning of the digital video revolution."
my long-term outlook for cube is consistent earning and market
growth over 5-7 years.

i may get trashed again when cube report bad 2Q earnings, but like
i said. you have to take into the seasonal factor in addressing consumer
electronic OEMs.

i don't have the same problem regarding my other stocks in the
portfolio. sunw, orcl, csco, and usrx. cube's problem lies in the fact
that most of the ownership are momentum based. i am advocating
the importance of investigate before you invest. and don't sell
based on momentum. cube needs a major shift in ownership portfolio
in order to grow healthily over the years (i mean stock price).

i am aware of speedfam's financial outlook and price evaluation. however,
i wouldn't be worried because i am expecting it to come out in one of
the newsletter journals (if it is not already published). this stock is
ideal for broker/analyst push.
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