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Technology Stocks : C-Cube
CUBE 36.64-0.5%Dec 5 9:30 AM EST

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To: Stoctrash who wrote (32636)4/23/1998 2:35:00 PM
From: John Thomas  Read Replies (2) of 50808
 
Fred,

Why doesn't C-Cube buy the VCD biz from ESS? They are loosing their ass in VCD, C-Cube has the cash, that in theory would bring in Shinco (aprox 30% of total VCD biz). You would stop the 5-10% a quarter ASP erosion. Ess could unload its inventory for say 25MM, put 680 chip in the Shico players. keep ASP flat for the next 18 months and it is a winner!

Just a thought

John
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