C-Cube Message Board - Msg: 10708764

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Technology Stocks : C-Cube

CUBE 35.52

+0.4%

Jan 5 3:59 PM EST

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To: tony schwarz who wrote (43428)	7/29/1999 12:36:00 PM
From: Black-Scholes	of 50808

"CUBE holds a 51% market share for MPEG2 chips." Has ANYBODY (including CUBE's analysts most of whom only "pound tables" for companies that have the potential of doing debt or equity offerings) bothered to figure out what this means for growth going forward??? Discount this out, folks, and the upside surprise probability becomes "1". Nobody (and I mean nobody) had this strong of a market share figured into their discounted cash flow models. DVD's and STB's growth rates make VCD's initial growth rates look anemic. Oh, by the way, BB-RS's semiconductor analyst (the same one who "follows" CUBE), has a BUY rating on BRCM and it only has a PE of 265 with a projected year-over-year earnings growth rate of 37%. Gee, I wonder if BRCM is going to be issuing any debt or equity in the future? That analyst is a shameless WHORE!

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