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Technology Stocks : C-Cube
CUBE 35.84+1.4%Dec 24 12:59 PM EST

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To: Grantcw who wrote (41614)5/27/1999 3:18:00 PM
From: DiViT  Read Replies (1) of 50808
 
"accretive acqusition like SIGM"
Are they making money?

"Then they could get better margins for a while on DVD products"
CUBE's margins are above 50% while SIGM is below 30%

"No need to let that cash sit around"
IMO there are better aquisitions to be made in markets that have higher margins and/or higher growth rates than the dying PC MPEG Hardware decoder market.

I have no position in SIGM, don't like their balance sheet, and I don't like the way the company is run.
I'm not trying to instill fear just a reality check.
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