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

To: VidiVici who wrote (41667)	6/1/1999 4:35:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 50808

That's a great question. IMO, CUBE's position fundamentally is about as good as they come. All products are doing well. Future sales look bright. Sentimentally, CUBE is in the trough. People are exhausted. Shareholders want results NOW. The digital video market is right on the front door step of serious growth and there is absolutely no reason to think that CUBE will not participate in a very serious way. None. We are all exhausted and the stock price reflects that sentiment. If AB's Q2 conference call doesn't include positive comments about immediate growth (Q3), the stock will sell off dramatically and deservedly so. The time for growth is now simply because the digital video market IS growing now and CUBE should be participating. And I think CUBE is participating and will not disappoint in Q2.