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

To: Black-Scholes who wrote (46044)	10/13/1999 1:21:00 PM
From: BillyG	Respond to of 50808

I agree that CUBE will always have access to some of the best chip-making technology, within certain capacity constraints. In a fabless chip company the fab costs are primarily variable costs whereas in a manufacturing semi company the fab costs are primarily fixed costs. In CUBE's market I would much rather operate with variable costs although the situation may change when you have a high volume commodity chip.