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

To: DiViT who wrote (47096)	10/29/1999 4:27:00 PM
From: Black-Scholes	Read Replies (4) \| Respond to of 50808

"No they said that Cube silicon portion of STB would increase from $12 to something like $30. Shouldn't we discount that if the ASP are falling?" Listen to you guys. RELAX. It's no wonder how all of you actually talked yourself into thinking Innovacom was a real threat two years ago. Shssss. You're talking as if it's a given that ASP's are falling. Why are you almost systematically dismissing what they said in the CC about their margins and the 25% sequential increase in DVD unit shipments? - let alone the 50% increase in STB unit shipments?