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

To: Black-Scholes who wrote (42925)	7/15/1999 12:54:00 PM
From: JPM	Read Replies (3) \| Respond to of 50808

If anyone in interested, CUBE/Divi have ~160 job openings as of today. If I remember correctly, that's about a 2 fold increase over this time last year and the year before. Hopefully that means business is good.

To: Black-Scholes who wrote (42925)	7/15/1999 1:00:00 PM
From: DiViT	Respond to of 50808

There are many other players that are willing to sacrifice margins on the DVD chips. Cube would have to do the same in order to compete effectively. I hope they don't do that to the extent that there competitors do. Look what that did to ESS. As a general rule, I shy away from companies with small gross margins. "For some weird reason, the overall market wrote-off expectations for DVD far too soon." Hmm, perhaps they learned something from past history? Don't get me wrong. I think there is money to be made in DVD. It's just that past experience has taught me not to put as much weight into it as you appear to have done.