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

To: Bob Strickland who wrote (41480)	5/24/1999 9:12:00 PM
From: Black-Scholes	Read Replies (3) \| Respond to of 50808

I don't know. Why didn't you short more shares of CUBE?

To: Bob Strickland who wrote (41480)	5/24/1999 10:34:00 PM
From: Maya	Respond to of 50808

How about we don't want to participate in a dying market? Remember, software decodes were going to take it over. Let's concentrate on the holy grill (oh sorry, holy grail!) Technical people never make good CEOs. Out with AB, in with a Harvard MBA (maybe a dropout!)

To: Bob Strickland who wrote (41480)	5/25/1999 12:47:00 PM
From: DiViT	Read Replies (1) \| Respond to of 50808

Bob re: Sigma Do you really want this for Cube? Maybe Sigma is screwing Cube out of PC DVD just like ESS did China VCD. But PC-DVD revenues have been a minor part of Cube's revenues to date. However, even with the announced Sigma wins, I expect Cubes PC-DVD revenues will continue to grow, but not nearly at the rate Divicom will. PC-DVD is a commodity, Cube shouldn't spend a lot of resources here, but take whatever sloppy leftovers they can get mindful of the margins. Sigma Designs, Inc. Reports First Quarter Results biz.yahoo.com First Quarter FY2000 Shows Net Profit, 33% Increase in Sales MILPITAS, Calif.--(BUSINESS WIRE)--May 24, 1999--Sigma Designs, Inc. (NASDAQ:SIGM - news) today announced results for its first fiscal quarter ended April 30, 1999. Sales for the first quarter of fiscal 2000 were $13,783,000, up 33% from $10,394,000 reported for the same period in fiscal 1999 and up 5% from $13,078,000 for the fourth quarter of fiscal 1999. Sigma reported net income of $512,000 ($0.03 per share, diluted) in the first quarter of fiscal 2000, compared to a net loss of $56,000 ($0.00 per share, diluted) in the first quarter of fiscal 1999. Thinh Tran, Chairman and Chief Executive Officer, stated, ''We are pleased to have achieved profitability for the quarter. In addition to improved fundamentals, as reflected in operating and net profits, the balance sheet strengthened during the quarter. We were cash flow positive from operations.'' ''Our PC DVD business continued to grow, with 18% sequential growth. Our DVD product mix continued to shift from boards to silicon sales, with DVD silicon sales increasing 24% sequentially.'' [snip]