C-Cube Message Board - Msg: 12363440

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Technology Stocks : C-Cube

CUBE 35.67

-1.7%

2:52 PM EST

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To: John Z who wrote (47998)	12/22/1999 4:11:00 PM
From: Peter V	Read Replies (1) of 50808

WHat China news? That Divicom is supplying a headend to one broadcast center? This is not an end-to-end solution, just a headend. A lot of money could be made in STBs, but I don't see how a single headend is worth $280 million in increased market cap for CUBE, not counting HLIT. Could it lead to more business? Sure, but why this speculation today, when the news came out yesterday morning? Is there other China news I'm not aware of?

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