SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?


To: DiViT who wrote (28318)1/21/1998 1:25:00 PM
From: Stoctrash  Read Replies (1) | Respond to of 50808
 
What about the ASP?

Just for fun...
Lets say in large #'s, Ziva's ASP is ~$19-$22.

AT:
$19*1.7 = $32.3m
$22*1.7 = $37.4m
= about a $5M difference.



To: DiViT who wrote (28318)1/21/1998 2:31:00 PM
From: Maya  Read Replies (1) | Respond to of 50808
 
David,

The estimate fundamentals has not changed. Unless these sales begin to improve the bottom line (we need a eps growth better than the current estimated paltry 10%), we are in still in the woods. When will Cube do something to beat these estimates or force them to be revised upwards? I can see where Rarebird's arguments are coming from (ignoring the China argument.)