SI
SI
discoversearch

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 36.62+0.5%12:30 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Don Dorsey who wrote (40359)4/30/1999 10:11:00 PM
From: Black-Scholes  Read Replies (1) of 50808
 
The market is dishing out pessimism on CUBE coming and going. Let's see: Analysts are worried about tight foundry capacity for fabless chipmakers due to SHARP INCREASED demand, therefore margins will shrink - BUT - analysts WON'T raise earnings estimates for CUBE because of CONCERN ABOUT CHIP DEMAND. That's rich!

I thought CUBE has contracts which guarantee foundry capacity regardless of market conditions. CUBE has production rights in other words. True or false?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext