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

To: Rarebird who wrote (28736)	1/26/1998 7:35:00 AM
From: robt justine	Read Replies (3) \| Respond to of 50808

Herb's got a report on the drop Friday........... sfgate.com << -- When is disclosure too selective?: This column recently chided Fremont- based HMT Technology's execs for reportedly offering analysts, in private conversations, a more dour tone than they gave to all investors on a post-earnings conference call. The same thing apparently happened last Thursday with Milpitas-based C-Cube Microsystems (another one of this column's regulars.) C-Cube reported earn ings that beat Wall Street estimates by two cents. According to several money managers who listened to the subsequent conference call, the mood was generally upbeat -- upbeat enough to fire up individual investors who communicate via online message boards. A post-conference call scan of boards on The Silicon Investor (www.techstocks.com) reveals such comments as, ''Super news from CUBE, huh? I cannot think of a single negative item in the earnings report or conference call.'' What the message board investors didn't know was that after the conference call C-Cube's management, as managements often do, called analysts for private interviews. The tone was decidedly more somber, and afterward most analysts sliced estimates for this year by around 15 percent to near $1.05 per share. (That compares with original estimates, going back a year or go, of higher than $2.50 per share.) Were some of those investors so impressed that they put in overnight orders to buy C-Cube on the market's open Friday? If so, did they know that the lead C-Cube analysts had taken down their numbers? If not, they probably never knew what hit them. Instead of rising, as some had hoped it would, the stock opened Friday at $20 and closed at $19. C-Cube officials, in keeping with their long-standing ban on talking with yours truly, didn't return my call.>>

To: Rarebird who wrote (28736)	1/26/1998 1:04:00 PM
From: BillyG	Respond to of 50808

Rarebird, don't let your emotions overtake you. Use your RATIONAL mind. The MARKET does not care about religion, morals, or whether you live in new york. The MARKET does care about PERCEPTION. If investors PERCEIVE the clinton news as negative, the MARKET responds accordingly. The MARKET doesn't care about your WHINING. No one cares about your religious views. I'm sure that you can find a thread that does care, but it ain't on Silicon Investor. It looks like I have to clean off my screen -- do you have any tips?

To: Rarebird who wrote (28736)	1/26/1998 1:14:00 PM
From: DiViT	Read Replies (3) \| Respond to of 50808

re Herb:........................ "The tone was decidedly more somber, and afterward most analysts sliced estimates for this year by around 15 percent to near $1.05 per share. (That compares with original estimates, going back a year or go, of higher than $2.50 per share.) " most anaysts? I haven't seen any downgrads by "most" of the analysts.