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 -- Ignore unavailable to you. Want to Upgrade?


To: Craig Gordon who wrote (43151)7/17/1999 11:20:00 PM
From: Black-Scholes  Respond to of 50808
 
You looked at the chart? Why don't you look at your big toe? It might impart more information.

You're nothing but a clumsy short. You moron ("I looked at the chart" - what a hoot).

Who the $%#& cares about ASP's when the market is growing 150% annually.

Wake-up - and please attempt to be more suble with your arguments - you reveal yourself too easily.



To: Craig Gordon who wrote (43151)7/18/1999 12:36:00 AM
From: JPM  Read Replies (2) | Respond to of 50808
 
craig.

short cube if you think it's going to 25. and i'll hold my shares. we'll have a winner's party whenever one of the targets is met.

j



To: Craig Gordon who wrote (43151)7/18/1999 9:15:00 AM
From: Maya  Read Replies (1) | Respond to of 50808
 
Ok Craig, oh the wise one (wise, since you've been bitten once.) Consider these: What does the 8% sales increase that you are predicting translate for the net/eps increase? It is not just the DVD that will see explosion. Divi's growth with US TV/Cable going digital, STB explosion and Cube's dominant role in that arena will account for considerable growth as well. The p/e that is stated is not the correct one. Take away the cash of $8/share and the current p/e is only ~20. If the stock goes to $25 like you are predicting, taking away this $8 cash, the p/e will be ~14. Do you think it is a realistic p/e for a stock that is the leader of the exploding industry?



To: Craig Gordon who wrote (43151)7/18/1999 10:30:00 AM
From: Grantcw  Read Replies (2) | Respond to of 50808
 
Come on Craig,

In looking closely at the chart I see 31 coming soon followed by 27 and maybe 25. It depends on the rest of the market.

You've gotta to do better than that. I see a 52-week high. Uptrend. Higher highs and higher lows. Give me something more about why you think we're going down.

Grant



To: Craig Gordon who wrote (43151)7/18/1999 10:44:00 AM
From: John Rieman  Read Replies (1) | Respond to of 50808
 
DVD ASPs appear to have been around $17. I think it's closer to $14 to $16. "OVER 1 million", maybe that means 1.1M.



To: Craig Gordon who wrote (43151)7/18/1999 1:09:00 PM
From: Maya  Read Replies (1) | Respond to of 50808
 
Craig,
Look carefully at the breakdown provided by John (thanks, John): exchange2000.com
Look at the sequential increase in settops, Divicom and DVD for players. Does it tell you something? Remember that this is seasonally the weakest quarter. Next two quarters will be stronger than this 2nd quarter.
Again how is this number? 809% increase!!! exchange2000.com