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

To: John Rieman who wrote (25785)	11/26/1997 7:19:00 PM
From: Dan Spillane	Respond to of 50808

Outrageous! The downgrade by UST was based on technical (CHART) reasons. We're all supposed to help this guy set a chart bottom, or what? Dow Jones Online News, Wednesday, November 26, 1997 at 18:48 By Janet Morrissey Staff Reporter ... One analyst, Ken Tower of UST Securities Corp., downgraded C-Cube to sell from hold based solely on the supply-demand ratio for the company's stock. It reflects technical chart analysis, not company fundamentals, Tower said.

To: John Rieman who wrote (25785)	11/26/1997 7:19:00 PM
From: Alex Dominguez	Read Replies (2) \| Respond to of 50808

Theres a reason why so many people short CUBE stock,and the reasons were evident "way" before the Asian crisis.The latter will only make it more difficult for a sustained increase in price.Too much selling on the upticks,not to mention those who are long in the 30's just waiting for it to get back there to get out.The best bet for CUBE at this point as i mentioned in a prior post is for a BIG BOY to buy them.Then yes i do see 40 a share on the horizon.Meanwhile, i wouldnt touch this stock unless it was in the 13-15 range. Alex(happy thanksgiving)

To: John Rieman who wrote (25785)	11/26/1997 7:23:00 PM
From: Dan Spillane	Read Replies (1) \| Respond to of 50808

The CUBE CFO just said he is comfortable with estimates, and doesn't see any sales declines. Hagedorn said he has not yet noticed any unexpected sales declines in China. He said October sales were on track and he said it's too soon to project C-Cube's total sales for the fourth quarter. Although Hagedorn acknowledged price declines in the current quarter, he said he remains comfortable with analysts estimates. A consensus of six analysts surveyed by First Call estimate C-Cube's fourth-quarter earnings at 28 cents a share.

To: John Rieman who wrote (25785)	11/26/1997 7:51:00 PM
From: let	Read Replies (1) \| Respond to of 50808

John, Great job on the earnings projection ! Don't know how u do it, but the .32 cents is right on mine too Good luck all, Looks like I will get my reentry now ;-(( thx for the post, Let

To: John Rieman who wrote (25785)	11/26/1997 11:02:00 PM
From: Maya	Read Replies (2) \| Respond to of 50808

Vintho, John, every one Please post your responses in the new thread: exchange2000.com

To: John Rieman who wrote (25785)	12/9/1997 2:10:00 AM
From: JPM	Read Replies (1) \| Respond to of 50808

Addition Cube Q4 profits from lower manufacturing costs... looking at the VCD part only: VCD, 4.4M units(could be 5M units) x $10 = $44M COG at 53% = 23.3M Gross VCD = 20.7M Now, lets consider this possibility... CUBE manufacturing plant in Taiwan... whose currency is down 50%... lets assume this translates into 20% lower manufacturing costs... therefore, COG = 42.4% COG at 42.4% = 18.7M (of the 44M) Gross VCD = 25.3M Difference in Gross VCD= 25.3 - 20.7 = 4.6Million... this should go directly into the bottom line since CUBE's operating costs are fixed! So, 4.6M into 36M shares... = 12.7 cents/share EXTRA as a result of the Taiwanese crisis!!! So I think 28 cents for the quarter should be easy... Thoughts appreciated. (this assumes 4Million VCD units for the quarter) Jp If you prefer another way of putting it... that's 4.6M$/4M VCD = $1.15 extra profit/ VCD sold.... so, multiply $1.15 x #VCDs for the Q, and you get the additional profit potential.