C-Cube Message Board - Msg: 1598051

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Technology Stocks : C-Cube

CUBE 37.68

+1.7%

Jan 9 9:30 AM EST

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To: PrettyBoy who wrote (17058)	6/16/1997 8:12:00 AM
From: BillyG	of 50808

Hi PB. I hope that we don't have a double-whammy, but you have my attention after you called the lower Q2 earnings WAY in advance. Maybe Seligman sold on the same (true) rumors you heard, and then re-purchased after the price drop. I still don't know whether CUBE actually stuffed the channels (excess chips on distributors' shelves) or if VCD makers over-purchased (excess VCDs in manufacturers' warehouses), but the end result to CUBE appears to be the same -- higher Q1 earnings at the expense of lower Q2 earnings. Now IF Cube did stuff the channels AND the distributors returned chips to Cube for credit in Q2 . . . that could produce a double-whammy and be evidence of channel-stuffing (aren't returns an offset against revenues?). We'll have to wait for the Q2 financials. In the meantime, if anyone else (except harriman) has any predictions based on information/rumors, please post. Also, post info on Cube's distribution & sales channels, and whether it has changed since Q1. Thanks, Billy

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