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Technology Stocks : C-Cube
CUBE 37.68+1.7%Jan 9 9:30 AM EST
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To: Andy Chen who wrote (944)6/13/1996 1:08:00 AM
From: Eric Thacker   of 50808
 
CUBE vs. OAKT

Andy wrote:

check the fundamentals. they are very different regarding oak technology
and c-cube microsystem. oakt has too much exposure to the PC market
where OEMs are working out inventory problems resulted from disappointing
1996 xmas sales. cube has "little" exposure to the PC market.

---Here, here. That is *exactly* the point and a key difference that's overlooked. It is a bit disconcerting that this has been missed by the investors on SI. Especially considering the amount of money people have been saying they are throwing around.
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