Is ZRAN in the twilight zone or what? Up $2 1/2. What doesn't the market understand, or should I say, what does the market think that it understands about CUBE's semi division? I mean, this is UNREAL the valuation that's being assigned to CUBE's chip business.
Watch this baby jump ten points next week after the road shows. God, I would love to be a fly on the wall when CUBE does their presentation at Alex Brown.
Erika Klauer: "I see, I see, that's great. Those CODEC's look promising. Ahh, I noticed that you didn't discuss your China chip and, well two questions really that relate to China: How will the acquisition of Divicom affect DRAM pricing and, therefore, Harmonic's margins going forward AND, the second part, will Harmonic be selling into China thereby competing with your VCD chip?"
AB: "Umesh? Would you like to answer Erika's question?"
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