C-Cube Message Board - Msg: 3870866

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Technology Stocks : C-Cube

CUBE 35.97

+0.2%

Dec 29 3:59 PM EST

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To: jerryrom who wrote (31557)	3/28/1998 7:14:00 AM
From: j g cordes	Read Replies (1) of 50808

JR.. of all three articles, it "seems" IBM's entry into the market poses the biggest challenge to CUBE... however. Fishkill has so much unused production space that they need to manufacture anything and everything there. If there were slightly more population in that area it would be a good mall site with plenty of parking. As the INTC article points out, its the sub 1000 pc with operational dvd that's the target for next year and beyond. IBM obviously wants to bring that outsource inhouse... which makes CUBE all the more attractive as a stock for the rest of the PC market and as a takeover candidate.

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