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


To: Maya who wrote (260)4/9/1998 3:31:00 PM
From: BillyG  Read Replies (1) | Respond to of 324
 
Once near term EPS risk is fully digested

I assume that near-term EPS risk will be partially digested on April 16, mostly digested three months later, and fully digested after 4Q98.

and visibility on broadcast, DVD, and STB opportunities becomes more certain,

Visibility on broadcast became more certain on April 6. Lehman forgot about the authoring and editing markets, which also became more certain on April 6. DVD is becoming more certain every day, even though there is plenty of room on the upside. I wonder if the Lehman report was written before April 6?

we would be aggressive buyers.

I bought more about two weeks ago at 18 3/4. Maybe I should be more agressive?