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Technology Stocks : C-Cube
CUBE 37.68+1.7%Jan 9 9:30 AM EST

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To: Vincent Le who wrote (24491)10/28/1997 11:03:00 AM
From: Rick Kiray  Read Replies (1) of 50808
 
I think CUBE has many opportunities, and HDTV is one with lots of uncertainy. No one knows how fast consumers will adopt it, or if the broadcastors will use it. CUBE probably will get lots of revenue from encoders in consumer goods (DVD-RAM, digital camcorders, etc.) before it get significant revenue from HDTV. Both are years away. Most investors don't think that far ahead. Up to now VCD has been CUBE's biggest market, so short term investors have been using it as the primary guide to CUBE. With-in the next six months we will hopefully see this market grow, but hopefully DVD, digital set-top boxes, encoders, and DiviCom revenue will grow even faster. CUBE's future has lots of products, but unfortunately many momemtum players and shorts think that "CUBE is a one product company". Right David?

Rick
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