C-Cube Message Board - Msg: 2450873

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Technology Stocks : C-Cube

CUBE 35.36

-1.0%

Dec 23 3:59 PM EST

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To: ALEKS NIKOLICH who wrote (23951)	10/15/1997 11:39:00 AM
From: VINTHO	of 50808

Fred Chan and he's Clan at Esst are trying to dilute the news at tomorrow con. call IMO.As I see it, they are in the "Show me the money" situation now. No more BS from the CHan clan will be accepted by the public ( so they can dump off another bunch of their stock of Esst). PS:RE:C-Cube--- I notice the large differences in both the R&D expenditures, andthe # of shares used to calculate the EPS between last year and this current year. Simple calcs at .03/$1mln bucks really shows that Hagethor has a lotta room to play with.I also believe that based on the #s John Reiman posted, Cube has now passed the 8mln chip mark in Asia and will approach 11+mln for the year.In this regard, I remember that AB said that he thinks that the breakdown between the CL480 and Cl680 is about 50/50 and without question it will be much in favor of the Cl680 in this Qtr.And if I heard correctly when ask about the total # of chips for the year '97 he said: "yes 15mln 'With a strong upside'".Therefore at 17mln and 70% market share, cube would sell about11,9 mln chips in '97 . Not a bad increase from the ~6mln in '96. Any comments on my #s??? PPS:IMO,when the Analysts have had time to review the available data, Cube will get upgrades +find new followers of the stock Vintho. The optomist

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