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Technology Stocks : C-Cube
CUBE 38.70+2.5%3:59 PM EST
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To: Vincent Le who wrote (24491)10/27/1997 6:37:00 PM
From: BillyG  Read Replies (1) of 50808
 
1. Would it be true that this Asia crisis make goods from
chip company that has plants in Asia more affordable to
the consumers? Wouldn't this crisis lower their cost and
make the prices of the chips more attractive?

If CUBE pays TSMC (its Taiwanese fab) in U.S. dollars, then it may be a good deal for the fab, not CUBE. The other end of the equation is whether CUBE is paid for its chips in dollars or another currency, and whether the price of the chips is adjusted to some extent for major currency fluctuations. CUBE can hedge against currency exchange problems, if indeed there are any for CUBE. There are many more factors to consider than this, such as how demand may be affected for the end products using CUBE chips. For example, cheaper PCs mean more demand for PC-DVD. Cheaper VCDs mean more sales of VCD. Less disposable income means lower sales. Etc. etc. Someone else can do a far better better job of explaining the various positive and negative factors related to CUBE. Even economic experts may disagree with each other on this one . . .

2. Although some of the revenues from C-Cube has been from
VCD market. It shouldn't be the only thing the C-Cube
'investment' is based on. June issue of Smart Money indicate
that the primary long term fundamental of C-Cube is the
acceptance of HDTV. So if you believe in the future of HDTV,
wouldn't this be a good opportunity to pick some up cheap?

I think it's a good price, but you should do your own research. Go to CUBE's web site. Review the posts on this thread that discuss the breadth of CUBE's products and services. Pay close attention to CUBE's DiviCom subsidiary.
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