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

To: John Rieman who wrote (38588)	1/25/1999 8:19:00 PM
From: rocky haag	Respond to of 50808

I was fortunate enough to unload in the 28-30$ area so this pullback is very sweet. Notice the debt reduction plan cube is on! How excellent. I have starting building inventory from 25-22, will wait and make sure china does not drive it down further,,if it does I will load up on more. I love this country!!! Cube at 48% discount to peers

To: John Rieman who wrote (38588)	1/26/1999 1:13:00 PM
From: Robert G. Harrell	Read Replies (1) \| Respond to of 50808

John, In his book, The Roaring 2000's, Harry Dent presents the S-curve concept in which he says, "it typically takes the same amount of time for a product to reach 10 percent acceptance as it does to reach 90% acceptance." He uses the automobile as an example. It took 14 years for cars to penetrate 10% of the US market (1900, 0.1% to 1914, 10%)and 14 more years to reach 90% (1914, 10%, to 1921, 50%, to 1928, 90%). Then on to 99% in 1935 and 99.9% in 1942. I'm wondering how close any of the basic technologies supported by C-Cube are to 10% market penetration. I went ahead and took my annual CUBE tax loss early this year so I'm not in the stock at the moment but I intend to get back in at an appropriate time and price. (Is this the stock market equivalent of abused wife syndrome?) It seems like the threshold of 10% market penetration would be the best time to get in. You don't waste years and potential returns tying up money in an under-performing company that keeps missing premature expectations but get in on the initial sales boom before prices become totally commoditized. The article you just posted seems very relevant to this idea but I don't know what market penetration DVD may be doubling or tripling from. Any thoughts would be appreciated. Bob