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Technology Stocks : C-Cube
CUBE 39.61+1.2%Jan 16 9:30 AM EST
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To: JPM who wrote (24260)10/23/1997 11:35:00 AM
From: William T. Katz  Read Replies (3) of 50808
 
Well, one question is where the chips are being produced. If the manufacturing is over in Asia, you'd think the devaluation would decrease costs. Since CUBE is selling DVD to most of the world outside Asia, there shouldn't be too bad an effect on those markets.

The disk drive makers, though, with manufacturing in Asia (e.g. Singapore, Malaysia), should be able to reduce costs and still sell in their strong US$ markets.
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