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

To: C. Niebucc who wrote (36661)10/12/1998 4:24:00 PM
From: John Rieman  Read Replies (1) | Respond to of 50808
 
Yes. It appears that DVD decoder chips, plus VCD decoder chips were only about $33M of revenue. I expected at least $38M of revenue there. They hit gross margins at 55%. Shares are down to 39.7M, receivables at 30 DOS inventory low at 19 DOS.

The numbers look good, except revenues. $100M in Q4 is a strech from here.



To: C. Niebucc who wrote (36661)10/12/1998 4:28:00 PM
From: Raymund W  Read Replies (2) | Respond to of 50808
 
Why, were you shorting?

I rather liked hearing that the number of outstanding shares has been reduced by about 2.1 million. Also, it looks like DiviCom is on a roll; communications reached 60% of revenues. Overall, I'm pleased with the report.

Ray


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