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Technology Stocks : C-Cube Microsystems

CUBE 35.33

-2.0%

10:55 AM EST

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To: Maya who wrote (260)	4/9/1998 3:31:00 PM
From: BillyG	Read Replies (1) of 324

Once near term EPS risk is fully digested I assume that near-term EPS risk will be partially digested on April 16, mostly digested three months later, and fully digested after 4Q98. and visibility on broadcast, DVD, and STB opportunities becomes more certain, Visibility on broadcast became more certain on April 6. Lehman forgot about the authoring and editing markets, which also became more certain on April 6. DVD is becoming more certain every day, even though there is plenty of room on the upside. I wonder if the Lehman report was written before April 6? we would be aggressive buyers. I bought more about two weeks ago at 18 3/4. Maybe I should be more agressive?

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