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To: marion salerni who wrote (27161)12/28/1997 8:46:00 PM
From: Don Dorsey  Respond to of 50808
 
I suppose $12 is possible, but it will take a lot more than the Asian situation to get there. Digital video has entered a systemic long term growth phase. The world couldn't stop digital video now if it tried. The growth in coming years for digital video will be like the growth of the networkers in the early 90's (CSCO 10,000% return from 90 to 96). CUBE's role in all of this is unclear because there are still a lot of contracts to be won, but don't underestimate the overpowering growth potential.