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


To: Humblefrank who wrote (26099)12/4/1997 2:14:00 AM
From: JPM  Respond to of 50808
 
"Do you think there's a chance they'll pre-announce earnings?"

I think the chance of this is small... especially after Hagedorn said he was comfortable with estimates...

back in May when they pre-announced... there were 41 days left in the quarter... there are only 27 days left now... so I think they would have pre-announced already... but who knows....

Jp



To: Humblefrank who wrote (26099)12/5/1997 12:13:00 AM
From: view  Read Replies (1) | Respond to of 50808
 
These are all BULLS..
1- Company preannounced on 11/24 that they feel comfortable with $.28/shr. Companies normally would not say unless they are very comfortable. In Aug 97, CFO said he feels comfortable with street estimates of .20 to .22 and they announced .25
Look for .29 min for this quarter.

2- The other person that sent a mail about tis Luxsoro co is a misinformation.
They are selling their chip at $35 and are using .5 micron process. So their cost is much higher than CUBE. If ESST can not beet cube in price nobody else can (ESST is very good in price).

To sell at $3 and make money at it, you have to break the law of physics, and some more.

3- Rarebird may be right about China exposure, but that is already reflected in today's price and there is no certainty of that happening anyway.
Last QTR when CFO said he feels comfortable with street estimates, stock went to 28 in two days from 23. No reaction this time around due to the concern about China.

Should always screen the information you get for yourself. Trust those that they have been consistent throughout the time like David, John R
and Fred, ...