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Technology Stocks : C-Cube
CUBE 38.97+0.2%3:59 PM EST
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To: Black-Scholes who wrote (47046)10/29/1999 1:10:00 PM
From: mmeggs  Read Replies (2) of 50808
 
BS -- I like your thesis on the undervaluation of CUBE's semi biz, but HLIT's DWM business is not currently being used by the heavy telco's. Ciena, LU, NT, and Pirelli are 1,2,3,4 in DWM.

I don't know HLIT well enough to say what their DWM business is germane to (probably hybrid fiber/coax or something), but I do know DWM business well enough to know who the players are at this point.

Strictly for the record. (And this is why HLIT wasn't mentioned by Gilder)

mmeggs
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