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

To: John Rieman who wrote (32378)	4/18/1998 4:25:00 PM
From: John McCormack	Respond to of 50808

Rocker Partners'Performance.... An excerpt from this morning's Barron's article on the performance of hedge funds for the first quarter of 1998......."Near the bottom was Rocker Partners in New York, which lost nearly 10%." John Mc

To: John Rieman who wrote (32378)	4/18/1998 4:29:00 PM
From: j g cordes	Respond to of 50808

John and others.. its normal for selling on news. It was a good quarter, some bought shares just to play the good news, then get out with a couple of points... now they're off to play another stock. Friday saw another upgrade for CUBE.. that's two in two weeks. More should be following and you want to be positioned in the stock to enjoy the appreciation. I just got back from a mall where I stopped in a few computer stores. The driving force behind new sales is graphics and video. In all cases the store owners said upgrades.. then new machines because with some of the hot graphics boards the cpu gets left in the dust. John, regarding your sales estimates.. they were closer than mine. <g> jim

To: John Rieman who wrote (32378)	4/18/1998 5:00:00 PM
From: CPAMarty	Respond to of 50808

"Looks like it was the incredible shrinking DVD market." That, and to a lesser extent, a shortfall in set top boxes in the 1st qtr (i think Alex mentioned this). Might the shortfall for the 1st qtr (Europe) in set tops fall into 2nd qtr? We know that real growth in STBs are not expected until the 3rd and 4th, however every little bit for the 2nd will help. Looks like it up to Divi if there is going to be top line growth in 1998; after 1998, recordable DVD should help