C-Cube Message Board - Msg: 3129027

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Technology Stocks : C-Cube

CUBE 36.56

+0.4%

2:12 PM EST

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To: Maya who wrote (27826)	1/8/1998 10:30:00 PM
From: Scotsman	Read Replies (2) of 50808

Nothing for certain. Unlike some I do not profess to know the future. I just think that the depreciation of the currencies over there in just about all Asian countries, with the exception of China, will have a negative impact short term. We are already seeing Dell announce they are dropping prices as componant prices come down. This potentially means reduced margins, although Cubes products are very leading edge and thus have a better chance of not seeing these. Of course, China is a very large wild card. If the currency devaluations do not hurt them, than my opinion will be wrong, and I will be most happy to state so. Please do not think I am negative on this stock. I continue to accumulate, and plan to do so regardless of its price. I just think that there is a possibility that Cube will report very good earnings this quarter, but will say that Asia will hurt them in the next quarter. I think that those that hold this stock will be very happy around 1999 or so. But I am no trader, and those that are should completely ignore my comments as I have the worse possible timing that ever existed.

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