Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Craig Gordon who wrote (43133)	7/16/1999 9:41:00 PM
From: JEFF K	Respond to of 50808

Why do you say similar to quarter 2, I beleive AB said that quarter 3 should be at least equivalint to qaurter 2 plus the normal seasonal increase ( at least 5% greater than qtr 2 ) . 100+ + any wins in quarter three.

To: Craig Gordon who wrote (43133)	7/16/1999 10:14:00 PM
From: Maya	Read Replies (3) \| Respond to of 50808

Craig, You are not seeing the explosive nature of DVD. Wait and see, it will be like the VCD explosive days!!! With a 30% marketshare, Cube will benefit extensively. With STB and Divi providing stability, price should increase steadily as well.

To: Craig Gordon who wrote (43133)	7/17/1999 1:06:00 AM
From: JPM	Read Replies (3) \| Respond to of 50808

Craig, in the conference call, cube said q2 and q3 are historically similar. fair enough. if you go back historically the past 2 years, q3 has been about 10MM more than q2... and q4 about 10MM more than q3... so that's how i figured q3 would be about 104MM in revs... and q4 about 115MM (or perhaps more if you give DVD the chance to grow some during that quarter, which it almost certainly will) but of course, they don't pay me for my analysis. as far as 25 b4 50... hard to say, but i doubt it. when CUBE broke above 35, it came out of a very long term bottom (look at a 5 year chart). i definitely think 50 is coming within the next 6 months. in the short term, i think it could dip to 32ish though. only time will tell for sure. if you think falling to 35 today is a bad omen, then i will have to say it may be, but i think it was almost certainly due to options manipulation john