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Technology Stocks : C-Cube
CUBE 36.61-0.6%12:52 PM EST

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To: Dan Spillane who wrote (8684)1/16/1997 7:55:00 PM
From: Investor9999   of 50808
 
ouch

conference call superficially good.
roses, without the thorns?
why no mention of esst as a competitor? I only heard LSI and IBM.
good pt. made about india. india, not china, has the largest middle class in the world. india is the largest movie producer in the world. india today magazine already advertising vcd's (DEC. issue) vcd is affordable -- increased demand = increased sales of chips.
then again, vcd is projected to be smaller part of revenues for CUBE because focus is on dvd.
bought FEB 30 puts at $1, will try to sell for a small loss.

congrat's for now but i listened to the conference call. please listen to it if you can. is anybody else the least bit suspicious? why no mention of esst? are they nobody? aren't they supposed to be competing with cube? aren't they going to affect margins? please enlighten so i can make some $$$. i hold no loyalty, i just want to make $$$; however, the TRUTH would be nice.
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