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: stockbug who wrote (45275)	9/23/1999 3:32:00 PM
From: Greg h2o	Read Replies (1) \| Respond to of 50808

Warburg/Dillon Reed and BankBoson/RS have both commented in great extent about the impact of the quake on CUBE and others... all are quick to point out that news from Taiwan is "slow and largely anecdotal". stockbug, you've been on other threads with me... throw me your email and i'll send you the report. you can take take what you want from it...

To: stockbug who wrote (45275)	9/23/1999 3:38:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 50808

Greg H2O, how do you know that CUBE is "talking to analysts?" If they're saying anything meaningful before they issue a statement, that would be lawsuit territory - clear. A simple brief ambiguous statement (for instance, "we have inventory to cover any short-term shortfall" - and if they don't, that would be extremely bullish in and of itself) was all that was necessary to calm the markets yesterday. CUBE's decline is double on a percentage basis than their peers because of this event. That was avoidable and therefore this has to be viewed as a failure on the company's part - in my opinion.