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Strategies & Market Trends : The picks
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To: p. webster who wrote (2064)1/16/1997 4:24:00 PM
From: Andrew Vance   of 6124
 
*AV* CUBE

For what its worth (since I do not own either) my position requires me to keep tabs on comapnies like CUBE and ESST from a device requirement capacity. Purely from the foundry requirements of both of these comapnies and the volumes of wafers run (which are estimated since actual figures are kept close to the vest) coupled with the device process technology used, you should not be ashamed of your CUBE stock.
As I said, I am not into either stock but I wouldn't be so sure who is going to flick the knat off of whose ass. There may be a financially technical or market perception that places one above the other but as a "Fab Rat", keep your head up high and proud.
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