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Technology Stocks : C-Cube
CUBE 35.84+1.4%Dec 24 12:59 PM EST
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To: Gary A. Mullennix who wrote (16109)5/23/1997 11:22:00 AM
From: William T. Katz   of 50808
 
If CUBE CFO is correct, CUBE has indeed written off the VCD market. On one hand they talk about seasonality and one-time quarter problems, on the other hand they tell you estimates like:

Q2 .20
Q3 .21
Q4 .26

Even if it's conservative, it sounds extremely suspicious since everyone agrees the VCD market is still growing at a good pace. Q4 is not a bad qtr for VCD chips and you'd think DVD would contribute a little by then. How can a company go from optimism at the last conf call to 3 consecutive quarters of sub 30 cent eps!
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