C-Cube Message Board - Msg: 5296200

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Technology Stocks : C-Cube

CUBE 36.64

-0.5%

Dec 5 9:30 AM EST

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To: BillyG who wrote (34675)	7/23/1998 8:45:00 PM
From: Ron Mayer	Read Replies (1) of 50808

BillyG wrote: "High tech inventory can't be held for too long". Billy's comment on inventory reminds me of a couple paragraphs from ESS's Q2 Results: biz.yahoo.com > >Revenues were influenced by slow seasonal demand, an industry slowdown in the PC >market, and marketing incentive programs for the company's video product family. [...and later...] >''...However, our marketing programs for video products have been beneficial by >reducing our video inventories and supporting our customers,'' said Fred Chan I'm curious what those marketing programs were. It sounds like they had an affect on both revenue and inventory. Did any of these guys with recent earnings (ZRAN, ESST, etc) have a conference call? Anyone know a replay number?

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