SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : C-Cube
CUBE 37.04-1.3%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Rieman who wrote (46766)10/27/1999 10:55:00 PM
From: Maya  Read Replies (3) of 50808
 
John, As Cube shareholders, what do you think should be our step?

You are leaving the cash portion out of your calculation. Cube's $20 includes this $6 cash value. If you assign a forward P/E of 25, semi side should be valued at better than $35. Tomorrow, if the market is sensible and assuming HLIT trades at $59, Cube should trade $67 less ~10% discount ==> $60.

Since T is one of a big HLIT customer, Divi's MediaOne deal should be strengthened.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext