C-Cube Message Board - Msg: 686829

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : C-Cube

CUBE 35.69

-1.7%

3:02 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Investor9999 who wrote (8853)	1/20/1997 5:59:00 PM
From: Damon Pham	of 50808

Lets compare the numbers: 4Q96 4Q95 3Q95 ESST: ---- ---- ---- Inv. as % of Rev 43% 53% 52% Rec. as % of Rev 29% 28% 41% COGS 49% 40% 49% Gross Margins 51% 40% 51% R&D as % of Rev 8% 7% 9% SGA 8% 8% 7% Cube: Inv. as % of Rev 29% 23% 38% Rec. as % of Rev 43% 48% 67% COGS 44% 48% 45% Gross Margins 56% 52% 55% R&D as % of Rev 16% 10% 15% SGA 13% 12% 13% ESST's inventory levels are rather high. It also doesn't look like their margins are improving which you would expect as volume shipments should drive their costs down. The level of R&D spending is rather low, but this may be because ESST isn't committing all is resources to MPEG development. If they can't maintain their fixed cost structure, their margins will be adversely impacted. I'm always open to other people's opinions, but try doing it in a non-childish manner. I own both Cube and ESST. Reading the dogma in your posts makes me regret going to Cal.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next