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

To: mike smith who wrote (32590)	4/22/1998 8:30:00 PM
From: JPM	Respond to of 50808

only a fool would sell CUBE based on ESST's news... ESST simply put stinks, while CUBE is the real dog!

To: mike smith who wrote (32590)	4/22/1998 10:43:00 PM
From: Don Dorsey	Respond to of 50808

It is clear that ESST can't continue as they have. I believe this is the fourth bad quarter in a row. Not coincidently, things started going wrong for them when they took on CUBE and drove the price of VCD chips to price levels where they couldn't make a profit. ESST mentioned they needed to rethink their video business strategy in China. If they ease up on the price war, CUBE should enjoy at least steady ASP's, which would be a big boost to revenue.