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Technology Stocks : C-Cube
CUBE 37.22-0.8%1:11 PM EST

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To: Maya who wrote (46778)10/27/1999 11:28:00 PM
From: John Rieman  Read Replies (2) of 50808
 
Maya. It was a great deal for Divi/HLIT. HLIT paid 9X trailing sales and 6.8X next years sales. Keep the HLIT shares.

The semi side grows, but it needs to shed VCD. Mesh said 40% growth, in the other markets. The CC posture was to keep the Semi side as an independent. They will also look at any deals that are offered.(Pay up, or no deal!)

Either way, the semi side has big up-side potential. If we trade in the mid-high 40s, tomorrow, buy CUBE.
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