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

To: R Verchota who wrote (29116)	2/4/1998 12:01:00 PM
From: Bob G	Respond to of 50808

I read somewhere that "local broadcast signals" would be provided only in zip codes where the local signal was unacceptable. This morning Breifing.com provided the following review of the semi stocks, including cube. Since it isn't in a philosophy book maybe that rairbird could learn to see what and why others see promise in C-Cube. Then maybe his annoying chant will subside a little. 02/03/98 Chip Stocks (08:00 ET) Chip Stocks Unless you've been in a cave over the past couple weeks, you know that the Chip Sector has been on fire... Year-to-date the group is up 21.25%, making it the number one performing sector in the S&P universe... Group's gains have sparked a debate in analytical circles... Some say chip stocks have bottomed and are poised to rock 'n roll for the near- to intermediate-term... Others note that l/t technical tone remains bearish, full impact from Asian crisis hasn't been felt, and earnings momentum is waning... Sees gains as short-lived... Which view is accurate... Probably somewhere in between... Briefing expects group to post additional gains of at least 10% over the near-term... But group still vulnerable to any shocks out of Asia... Selection will be key in such an environment... One way to filter out potential winners from losers is to look at changes in earnings estimates over the past month... History suggests that those companies that have had their earnings seriously cut will struggle to sustain anything more than a corrective bounce... Conversely, those companies that have navigated the troubled waters with little or no change to forecasted earnings are apt to be the best performers going forward... In the table below we seperate the earnings time bombs from the earnings stalwarts. Time Bombs Stalwarts Atmel (ATML) Analog Devices (ADI) Altera (ALTR) C-Cube (CUBE) Advanced Micro (AMD) Intel (INTC) Cypress (CY) LSI Logic (LSI) Micron Technology (MU) Linear Technology (LLTC) Lattice (LSCC)