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Technology Stocks : C-Cube
CUBE 37.54+1.5%Nov 7 9:30 AM EST

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To: Darryl Olson who wrote (15501)5/14/1997 7:52:00 PM
From: John Rieman   of 50808
 
A good press release from CUBE would be wins from ESST's Lucky Goldstar, in Korea(former CUBE customer). Or, Eastbase/Shinco, in China(former Cube customer).

The biggest challege that CUBE faces is, How to make the number of chips that are in demand in the VCD market. You can't get new customers, if you don't make enough chips. Did you see the Needham upgade, by a dime this Q, on OAKT? Anybody who can make a working chip, and assure OEMs of supply, can sell it today.

Cube is in the middle of a transition, from CL484 to CL680. The inventory draw down last Q, would indicate that they sold their CL484 chips out.

How many chips can they make?
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