C-Cube Message Board - Msg: 1452498

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Technology Stocks : C-Cube

CUBE 36.52

+0.3%

Dec 12 9:30 AM EST

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To: PrettyBoy who wrote (15963)	5/22/1997 4:13:00 AM
From: Hadrian	of 50808

PB: You say that CUBE's antics caused ESST's price drop after Q1. As I recall, Fred Chan used the "M" word (margin) saying that the audio chip business was under some pressure. IMHO, this caused the biggest chunk of the loss in market cap. Even I (long term CUBE bull) was impressed with ESST's Q1 and thought the stock would hang in mid 20s to 30 even with margin pressure statement. ESST's Q2 is going to tell a lot about VCD market. JTM CUBE long at 14-1/8 (adjusted for option premium income) I don't love CUBE, I don't hate ESST :-)

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