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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: JPM who wrote (2688)2/11/1998 3:13:00 AM
From: Dale Baker  Read Replies (1) | Respond to of 18691
 
I looked at CUBE back in the high teens and couldn't decide which way to play it, so I didn't. Still feel the same. It may have some upside. I'm about to run a bunch of TA charts including CUBE. I'll let you know if I find anything interesting.



To: JPM who wrote (2688)2/11/1998 7:52:00 AM
From: Pancho Villa  Respond to of 18691
 
JPM: RE CUBE. I am long the stock but must admit have not updated my research since I read the 10K some time last summer. If they manage to stay ahead in the field of video data compression they should do extremely well, as we are on the verge of going digital in video the way we went with audio. The key thing is competition, this area is highly competitive and dynamic, if you don't stay in your toes you perish>

Pancho

PS: used to hold a larger position, liquidated half of if at around 23. Currently about 0.8% of my net portfolio value.