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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: Black-Scholes who wrote (42695)	7/9/1999 12:50:00 AM
From: Don Dorsey	Read Replies (1) \| Respond to of 50808

I'm hearing a lot of rumblings about strained capacity all of a sudden. For example, I've heard that Toshiba's foundries are at 120% of capacity. Their lead times have gone from 2 weeks to 20 weeks. This may not effect CUBE directly, but it affects a lot of companies that use CUBE's parts. For example, Pinnacle is now way behind in being able to deliver its products. I don't know if this is a big issue for CUBE, because it basically shows there is very strong demand, but some earnings may also need to be moved out to future quarters.

To: Black-Scholes who wrote (42695)	7/9/1999 10:57:00 AM
From: John Rieman	Respond to of 50808

1500 DVD titles in China............................ library.northernlight.com Story Filed: Friday, July 02, 1999 6:56 AM EST CHINA, July 02, AsiaPort -- Experts consider that it is time for DVD to enter ordinary households thanks to its superior quality and reasonable price. High price of DVD and DVD player as well as little knowledge about its superiority were once the major obstacles to the DVD market. It is estimated that the sales volume of DVD player will increase by a large margin this year. Now there are about 1,500 kinds of DVDs in China. They can meet the domestic demand. Moreover, its price is decreasing rapidly and customers have known a lot about the superior product. Copyright © 1998 Alestron, Inc. Copyright © 1999 AsiaPort Daily News