C-Cube Message Board - Msg: 12634132

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Technology Stocks : C-Cube

CUBE 35.80

+0.6%

12:02 PM EST

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To: Trieu who wrote (48407)	1/21/2000 1:23:00 AM
From: Binx Bolling	Read Replies (2) of 50808

The following is taken from the November 12, 1999 10Q: "In particular, C-Cube believes that there may be seasonality in the Asia-Pacific region related to the Chinese New Year, which falls within the first calendar quarter, which could result in relatively lower product demand during the second and third quarters of each year." Apart from the "Asia" part, this seems to be in direct contradiction to what UMESH stated during the conference call. vcall.com If I heard him correct, Umesh, said that May-November were the seasonaly strongest quarters. The 10Q goes on to say: "If in the future the geographic mix of the Company's sales shifts towards the U.S. and Europe, C-Cube would anticipate higher revenues and net income in the third and fourth calendar quarters as system manufacturers in these regions make purchases in preparation for the holiday season, and comparatively less revenues and net income in the first and second calendar quarters" Again, I ask what happened to sales in China? and how is Zoran impacting CUBE?

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