C-Cube Message Board - Msg: 3601226

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Technology Stocks : C-Cube

CUBE 35.93

-0.8%

Dec 18 3:59 PM EST

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To: Ian deSouza who wrote (30263)	3/4/1998 6:01:00 PM
From: JPM	Read Replies (1) of 50808

My thoughts on the INTC situation... INTC expects lower revenues... why? most likely the real reason is the explosion of lower cost sub$1000 PCs... quite frankly, I dont think this is a short term problem for INTC since people aren't going to start buying PentiumII 500 MHz machines for $3000 when a 266MHz for under $1000 is available... so I do think this bodes well for CUBE, since they have the best low cost DVD solution for this exploding market... The INTC situation is bad for companies that thrive on astronomically high margins for top of the line products (ie, DELL), whereas it is good for companies that supply the low-cost market which is expanding quite nicelyie, CUBE... More importantly lets not forget DiviCom which will be a substantial contributor to CUBEs future growth... Jp

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