C-Cube Message Board - Msg: 3650315

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Technology Stocks : C-Cube

CUBE 36.32

+1.0%

3:59 PM EST

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To: DiViT who wrote (30591)	3/9/1998 1:59:00 PM
From: Larry Brew	Read Replies (2) of 50808

David, << like you I see cube as a good card, but... >> One of my big fears is that it could get blindsided by someone like TXN, who has committed to DSP. Checking the TXN home page they do have a play in this sector. Their current strategy is acquisition rather than competition in new markets, so probably not them. Intc seems to be in bed with Cube, so another undetermined sniper could be IBM. Staying under INTC's wing is a good Cube play, IMHO. Larry

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