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

To: John Rieman who wrote (39690)	4/6/1999 9:58:00 PM
From: Don Dorsey	Read Replies (1) \| Respond to of 50808

CUBE has made it very clear to expect a flat first half of the year,and growth in the second half, but here are last year's numbers and this year's estimates from First Call. '98 '99 Growth Q1 .27 .31 +.04 Q2 .25 .27 +.02 Q3 .28 .31 +.03 Q4 .31 .35 +.04 I don't see much difference in growth rates. Perhaps they only meant revenue, but revenue had better turn into earnings unless there is a major event such as an acquisition. 1 of 3 things must be true: 1) Fist half estimates are too high, and Cube will disappoint. I doubt that since we haven't received a warning, and CUBE has a good cushion of unrecognized revenue from past quarters 2) Second half estimates are too low, and we will see them raised at some point. Let's hope so. 3) The analysts know better than to listen to CUBE management. Actually, I understand that CUBE was referring to sequential growth, not quarter over quarter growth, but I don't think that's what the street understood judging by the sell off in January.