C-Cube Message Board - Msg: 1447929

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Technology Stocks : C-Cube

CUBE 36.91

+1.7%

Nov 25 3:59 PM EST

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To: VINTHO who wrote (15911)	5/21/1997 3:19:00 PM
From: William T. Katz	of 50808

My problem with your conclusions is that you can see absolutely no wrong with AB. You rest your case on AB saying demand was strong only for April ... yet you completely ignore your own statements describing no cyclicity and market leadership. And you are basically making the case that CUBE is so freaking incompetent as to not see a few weeks into the future?? We are not talking about a slowdown here .. we are talking about the difference between your glowing can-do-no-wrong statements of "can't make the chips fast enough" and the harsh reality (let's repeat that last word again ... reality) of a very large and very out-of-the-blue shortfall in VCD. You do the math given what the estimates are for this quarters revenues ... what is the total # of chips sold? You get a cigar if you get an answer significantly (let's repeat that word too .. significantly) lower than last quarter. But of course, that coulldn't be from channel stuffing. It's just ... overproduction ... yeah .... yeah .. overproduction ... that's the ticket!

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