SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : C-Cube
CUBE 35.97+0.2%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Don Dorsey who wrote (40211)4/27/1999 7:51:00 PM
From: Black-Scholes  Read Replies (1) of 50808
 
That is a reasonable statement. I have always maintained that this thread is far too hard on CUBE management. The game is far from over for CUBE and I think it could be argued that CUBE is winning. I like the sentiment now. CUBE is WAY undervalued and I maintain the market is beginning to realize it. With DIVICOM, CUBE is a NETWORKING company. It deserves the same valuation as a BRCM.

I'd be long CUBE before I'd be long BRCM. Similar companies - converging product lines - same target markets. DIAMETRICALLY OPPOSED VALUATIONS.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext