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

To: Bob G who wrote (30294)	3/5/1998 10:30:00 AM
From: JPM	Respond to of 50808

I think people realize that Intel's announcement simply means that sub$1000 PCs are taking off and INTC is being left behind... notice AMD is up... and importantly, CUBE makes the low cost DVD solution that fits into these Sub$1000 PCs... The market has clearly singled INTC out as a future underperformer... and as a side note, with DELL not selling any Sub$1000 PCs, I dont know how they can keep their parabolic rise going... CUBE needs to find a way to get into CPQ computers, which sells the most Sub$1000PCs in the world... and if i remember correctly, AB said something about CPQ in the last conference call... so I am quite confident... not that any of this matters since DiviCom's growth will be the real shining star of CUBE... I just wish Divi also made consumer electronics products... maybe someday. jp