cube: short-term sell
i am confident in cube's long-term investment prospect. and i am sure
real investors will ignore my bearish comment and recognize cube
for the value it is. cube is not something you buy and sell in a day
or a week. it has the potential to grow over 5-6 years aggressively.
if investors take time to examine cube's fundamentals and financials,
i am sure, they will come up with the same solution i have.
i noticed, a lot of people who work in the technology business are hanging
on to companies like cube, altera, and cisco (namely) even though
price seem to have dropped and money seem to have been shifting
toward other stocks.
ask the technology experts waht they think about digital video MPEG,
megabit flash, programmable logic. these products serve special
niche markets that are immune to the DRAM and PC glut.
part of the problem with SRAM and programmable logic chips is the
transition of technology. we are moving from lower-bit configuration
to mega-bit; independent PC to networked environment; analog
video to digital video; or specifically CD to DVDrom. all these require
internal product transition and requires money to upgrade equipments.
these problems should be addressed by 1997. when the cloud is
cleared, technology stocks will be poised for a mega-boom, bigger
than any you have seen yet.
this is my prediction. and, i configure my long-term growth portfolio
accordingly. |
