C-Cube Message Board - Msg: 125454

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Technology Stocks : C-Cube

CUBE 35.84

+1.4%

12:59 PM EST

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To: Paul Chiu who wrote (871)	6/12/1996 9:34:00 AM
From: Steve Landrum	of 50808

Paul, I don't have much insight to offer regarding your question about 'turns' vs. 'bookings'. Regarding firms like INTC and MSFT, how big is too big? Logic would dictate that INTC can't keep growing at the same rate forever. However, INTC is a great company with the best management team that I am aware of. In my opinion, they will reward shareholders for years to come. But my original intention in posting to this thread was to offer my experience in the field of 'accounting'. I normally just read posts and try to learn about technology, companies, etc. I only felt compelled to post after reading Andy's post regarding sales and receivables of cube. It just did not make sense. I was addressing basic accounting principles. At the time I had not read Cube's annual report or quarterlies. Now that I have, I am more convinced that people should not rely on his financial statement analysis without doing there own research. This is not intended to be a flame towards Andy. One reason that I like these forums is that people can pool their knowledge and make informed investment decisions. Steve

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