C-Cube Message Board - Msg: 9125386

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Technology Stocks : C-Cube

CUBE 35.79

-2.1%

Dec 16 3:59 PM EST

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To: John Rieman who wrote (40127)	4/24/1999 6:43:00 PM
From: Black-Scholes	Read Replies (1) of 50808

Something FEELS different about the sentiment of this stock this weekend. Because of the rich AT&T/TCI bid for MediaOne, the market is beginning to realize within its lumbering collective wisdom that Divicom has finally drawn blood from the GIC/SFA dualopoly. It will take a few more days but the subtleties of the bid's consequences will not be lost on Wall Street. The most informed technology funds have already taken positions. There will be many more positions taken in the next two weeks. Meaningful positions. I know the writers on this thread are cynical (understandably so) but this will not be another false start.

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