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Technology Stocks : C-Cube
CUBE 37.75-0.4%3:59 PM EST
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To: VINTHO who wrote (13363)5/21/1997 1:47:00 PM
From: PrettyBoy   of 50808
 
OH MY GOD A MUST READ! Shawn, here's some more to feed on regarding supposed "seasonality" and Alex Balkanski's lies. VINTHO even quoted AB for us.

To: +Andy Chen (13337 )
From: +VINTHO
Apr 11 1997 9:35AM EST
Reply #13363 of 15890

Andy--lets see!! If cube sold 2.6mln Vcd's in qtr1 then one can conseratively assume
the :4x2.6=10.4mln/97--if the total # of units now estimated for 97 to be
between14/15 mln units then10.4/14=74%of market share!!

<<This fact coupled with the
clear statement from AB during the call that "we can't make these units fast enough to
meet demand"andthat the "1st 10 days of April (qtr2) have shown that the sales are
even >than the previous surge witnessed in the last 6 to 8 weeks" one can safely
assume that the trend has changed indeed!>>

I'd say the shorts know this and will try and
leave enmasse during this qtr. --Dont sell they need you out to get in! Ironic isn't it?


>>Lastly-AB said thatThey donot believe the Vcd market to be cyclical anymore and
when really pushed by the Alex Brown analyst AB said that Cube will"maintain it's
majority position in the Vcd market in 97. "Greater than 50%!!! What more do you
shorts need to feel unwelcomed. >>

"Lastly-AB said they do not believe the VCD market to be cyclical anymore."

That's because it isn't, VINTHO.
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