Subj: Upcoming Earnings
By: GoBlueGoTarHeels
Date: Feb 24 1998 9:18 A.M PST
Reply To: Msg. 1113 by BigDeanC
from yahoo
Big DC,
Hold on, my Revenue & Earnings estimate for Q1 98 for CUBE is: $105-$115M & $.30-$.35 vs. First Call estimate of $.25. If
CUBE meets my targets, it should prompt the stock to trade around $35 by June. I also think that with the new DELL & Toshiba
alliance, CUBE has an outside chance of exceeding these projections. However, I think the really big QTR's will be Q3 & Q4 of this
year. I'd like to see a little more participation out of DiviCom. DiviCom has the potential to add another $75-125M per QTR to
CUBE overall Revenue. Final Note: CUBE HAS LOTS OF CASH, this could further improve earnings.
Although, CUBE participation in the recent stock price run-up in DOW and Large Cap NASDAQ has been limited, CUBE is looking more and more attractive to investors looking to hide the profits. I plan to sell all of my drug and food stock by mid March and reinvesting the proceeds in small-mid cap technology related stocks. Of which CUBE, RDRT, ATML, & INVN will make up 75% of my reinvested funds. I'm particularly high on CUBE, RDRT, & INVN.
-Go CUBE |
