C-Cube Message Board - Msg: 2030787

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Technology Stocks : C-Cube

CUBE 37.40

+1.1%

Nov 4 3:59 PM EST

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To: BillyG who wrote (21148)	8/22/1997 5:33:00 PM
From: Rick Kiray	of 50808

BillyG, I think you are understating the importance of the microcode. Many people don't realize that CUBE is a SW company in addition to being a HW company. The SW may be more important. When LSI introduced their profesional encoder they made a big deal of it being user programable. Well guess what, the users didn't want to do the programming, so CUBE kicked their butts. The proper analogy is buying a Pentium II that already has Windows NT installed on it. CUBE could become both the INTC and MSFT of this new emerging industry. (Oh boy, this must be a clear sign of a market top, I'm writing raving bull posts on CUBE again. I can't help it. In addition to my long term stock holdings I picked up a bunch of Nov 30 calls about 3 weeks ago and I'm getting very happy with this stock again). Rick

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