C-Cube Message Board - Msg: 1448723

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : C-Cube

CUBE 37.00

-0.2%

Dec 3 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Shelly Wolfsdorf who wrote (15928)	5/21/1997 4:49:00 PM
From: Jacques Chitte	of 50808

The part that has me scratching my pointy little head is the bit about an "expected" shortfall. Maybe I wasn't paying attention at the shareholders' meeting, but I remember expectations of a steady increase of VCD decoder sales for the next year. So I sure did not expect any shortfall. This doesn't sit right with me. Furthermore, if we decide to trust Dr. Balkanski (after the way he has messed with the shareholder), he did say that Cube's earnings will depend in a decreasing manner on MPEG1 decoders. The sharp downward revision in short-term earnings opens this premise for review. Worse, the 38-50% drop in projected EPS implies that this summer reliance on earnings from mature products (CL4xx and CL6xx) was high. Re Chinese new year: Cube and ESS ship in Q1. How long for Chinese OEMs to receive chips, build and ship finished players to the consumer? I'd appreciate your take on this.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next