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

To: Maya who wrote (273)	6/9/1998 11:17:00 PM
From: Cameron Lang	Read Replies (1) \| Respond to of 324

Maya, I appreciate the feedback. I agree, of course; many compelling reasons to buy/hold CUBE at these levels, as the post you linked to indicated (though DVD players and DVD-ROM drives don't strike me as recession-proof accessories). I am long the C-Dog... ... and it is my one play in digital video. I'm wondering if I have invested broadly enough to lay conspicuously in the path of the impending digital video avalanche. The Dell notebook win today by LSI is troubling; why wasn't this CUBE's win, having already been linked with the Dell desktops? CUBE's inside the Toshiba laptops... LSI scares me a little more than Sigma or Chromatic. I mean, these guys have been on a roll the last two months: three strong analyst upgrades (including Merrill Lynch and BT Alex. Brown), and more importantly, a Sony consumer DVD player design win. Thoughts? Cam