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

To: BillyG who wrote (34675)	7/23/1998 6:12:00 PM
From: JEFF K	Respond to of 50808

On the other hand LSI's Financial's look strong except for the current quarters net income. Approx $11 per sh equity.The only item that is disturbing is the amount of fixed assets.(Fixed assets could either be a gold mine or a bomb waiting to go off.) The main difference in Cube's Financial's and LSI's (besides the size of the numbers ) seems to be in the Fixed Asset's.

To: BillyG who wrote (34675)	7/23/1998 8:45:00 PM
From: Ron Mayer	Read Replies (1) \| Respond to of 50808

BillyG wrote: "High tech inventory can't be held for too long". Billy's comment on inventory reminds me of a couple paragraphs from ESS's Q2 Results: biz.yahoo.com > >Revenues were influenced by slow seasonal demand, an industry slowdown in the PC >market, and marketing incentive programs for the company's video product family. [...and later...] >''...However, our marketing programs for video products have been beneficial by >reducing our video inventories and supporting our customers,'' said Fred Chan I'm curious what those marketing programs were. It sounds like they had an affect on both revenue and inventory. Did any of these guys with recent earnings (ZRAN, ESST, etc) have a conference call? Anyone know a replay number?