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

To: Black-Scholes who wrote (44381)	9/1/1999 4:12:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 50808

BS: Actually I'm long right now and am just pointing out that TSM has had two price hikes in the last 2 months (actually the first was the elimination of discounts). Once the contract runs out do you think TSM is going to renew at the same rate? I don't think so and I doubt that many others do either. Its my understanding that contracts are negotiated in the fall with a 1/1 implementaion date but I'm sure this can vary from customer to customer. My comments to Fred on higher prices and allocations is just my observation on previous up cycles. Of course you could be right that it will be different this time and I can be wrong (I've been wrong before and will again). From a P&F perspective one would not be shorting the stock. Tim

To: Black-Scholes who wrote (44381)	9/1/1999 4:29:00 PM
From: DiViT	Read Replies (3) \| Respond to of 50808

Pathetic BS. "Nice try though my dear "short"." With insufficient data and a different view point, you instantly label the man a short? One could say the same of you from just one post: #reply-11083703 From Black-Scholes the master short himself. This stock is going to $22 fast. No interest on the street at all! This morning on CNBC, they were talking how we are in the middle of the big Summer rally now! CUBE is going down. Something is VERY WRONG. If I were a little panicking investor, I think I would have to panic a little more. Their selling is rational. Management is a disgrace. "I'm recommending to our clients to sell C-Cube Microsystems - all of it." "correct me if I'm wrong, but won't that cause a sharp decline in the price of the stock?" "Oh yes, that's why we're recommending to our clients to sell first thing in the morning."