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


To: Maya who wrote (46299)10/19/1999 8:17:00 PM
From: BillyG  Read Replies (2) | Respond to of 50808
 
Yeah, it was interesting that AB stepped in to field that question (When will Divi revenues overtake Cube semi?). Although AB was excited about the quarter I much preferred the substantive and clear answers that Umesh and Tom gave to the analysts.



To: Maya who wrote (46299)10/19/1999 10:57:00 PM
From: Black-Scholes  Respond to of 50808
 
If ALL the CUBE analysts don't increase their earnings estimates pronto, they are discounting management's guidance.

From the CC, there was no more "next half looks stronger" crap. AB said the wholesale growth started LAST QUARTER. He said Q4 looks great for sequential growth as does 2000.

Remember, these guys might be in negotiations, so they cannot be as specific as they might like to be. Just my opinion.