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Technology Stocks : C-Cube
CUBE 37.90+0.6%Jan 12 3:59 PM EST

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To: robt justine who wrote (9694)2/15/1997 12:48:00 PM
From: Randy McWilliams   of 50808
 
Robert: Some Esst supporters and Cube shorters state that Esst will have 70% of the VCD market by the end of this year. Obviously, these rumors are part of reason Cube stock price has gone down. What solid evidence do you have that Esst will not have 70% of the market. The Cube shorters say that Cube won't make their 1Q estimates because of the loss of their VCD market. Some Esst supporters state that the game is over now and Cube has lost the market. The DVD revenue for Cube at this point won't make up for the loss, according to Cube shorters.

What solid evidence can Cube supporters provide that counterdicts the supposed loss in the VCD market? Certainly Cube has announced design wins, but in terms of numbers, what percentage of the market are they retaining?
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