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

To: VikingWarrior who wrote (31943)	4/7/1998 1:52:00 PM
From: Ian deSouza	Read Replies (1) \| Respond to of 50808

I think we're in the middle of a tech stock dry spell and CUBE's share price is being swept up into this drain. cbs.marketwatch.com We should see a reversal in time and the good news by CUBE will be remembered.

To: VikingWarrior who wrote (31943)	4/7/1998 1:58:00 PM
From: DiViT	Respond to of 50808

While I think this quarter is fine, I don't expect them to blow it out. Even if they could I would expect them to hold it over to Q2 at the earliest. Right now, everyone is expecting Q2 to be flat at best. The unknown that could change the picture for Q2 is the Ziva/Chelsea DVD daughter card volumes. IF DVD starts to ramp in Q2 and all else remains equal, then it's possible that they can have a decent upside surprise in Q2. Best thing to do if you want to be long on this one, is to nibble on it thoughout the next quarter. Don't jump in expecting a quick pop.