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

To: VidiVici who wrote (43417)	7/28/1999 11:55:00 PM
From: JPM	Read Replies (1) \| Respond to of 50808

My thoughts: Divi.com to grow incrementally for the next 5 years... hopefully this means that divi.com will see q over q growth for the next 20 quarters... that's darn good if you ask me... hopefully it will be 7%+ per quarter or more... that adds up fast. As for the market being 2x the size in 4 years: AB did not say that revenues would be 2x in 4 years, just that the market would be, as they move into different geographical regions. Does anyone here believe that in 4 years there will only be 2x the # of DVD players sold? I don't think so. So the geographical market will be 2x the size, but the revenues much greater than that. But even more importantly, the premier piece of data which will drive the stock price in the near future is whether CUBE finally crosses over the 100MM in revenue per quarter barrier. That will mark the 1st time in 3 years where CUBE will finally show some growth, and believe me, the stock will react. Right now, I see 39-41 in the next few weeks, (ie, by mid to late august) followed by some back filling as CUBE continues to move up along it's trendline... $50 by the end of Jan 2000, perhaps higher.