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


To: DiViT who wrote (30591)3/9/1998 1:59:00 PM
From: Larry Brew  Read Replies (2) | Respond to of 50808
 
David, << like you I see cube as a good card, but... >>

One of my big fears is that it could get blindsided by someone
like TXN, who has committed to DSP. Checking the TXN home page they
do have a play in this sector. Their current strategy is acquisition
rather than competition in new markets, so probably not them. Intc
seems to be in bed with Cube, so another undetermined sniper could
be IBM. Staying under INTC's wing is a good Cube play, IMHO.
Larry