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Technology Stocks : C-Cube
CUBE 35.64-0.6%Nov 20 3:59 PM EST
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To: Maya who wrote (46379)10/20/1999 3:23:00 PM
From: Black-Scholes  Read Replies (1) of 50808
 
I just listened to the CC again and it was bullish - no two ways. The part about getting $30 per STB was downright cocky - I thought. They must feel pretty confident about their U.S. cable market prospects AND their ability to compete with BRCM.

AB jumped right in there and said: "we're not sure which will be growing faster; Divicom or the semi division." Well, Divicom is growing at a 30% clip so.... do the math.

Estimates must be raised.
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