SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Tech Stock Options -- Ignore unavailable to you. Want to Upgrade?


To: Patrick Slevin who wrote (40412)4/20/1998 1:55:00 PM
From: j g cordes  Read Replies (1) | Respond to of 58727
 
CUBE is doing nicely and has a very nice bottom in place for higher prices. The news today is DVD in the Gateway portable.. which is the hot trend, the best are integrating MPEG2 CUBE chips. INTC has made statements that its higher speed cpu's can handle software compression but the processing compromise isn't worth it. This is the beginning of CUBE's rise to 25 in the near term with a target of 33-4 by year's end. Its trading a PE of 17.8 on 30% growth coming into a new product cycle in a hot sector.

GDC is interesting. While losing money this year.. next year its consensus is .56. They have good patent and ATM campus products today announcing CBOT installation contracts. Small enough to be bought out for their intellectual and client property, and cheap enough as a great turn around idea. There's been buying and a bottom looks like its in place.

Others I'm in or considering GEMS, SAT, and CYMI.

Jim