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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: Mary Cluney who wrote (80606)5/8/1999 10:50:00 AM
From: Black-Scholes  Read Replies (2) of 186894
 
Ms. Cluney - Why do you think the market values BRCM at $15 billion? Why?

Answer: Because that's where the market is migrating. The consumer won't need a big powerful INTC microprocessor anymore. All his processing needs will be done on some server somewhere. The consumer will be able to watch television, use VIDEO telephone, perform internet transactions, and execute any other information based tasks over his/her's set top box - not PC!

And BRCM and CUBE's chips do this.

Your attitude about INTC is probably very reflective of the attitude inside INTC - a robust arrogance.

Also, intelligent acquisitions are not "desperate" measures. They are absolutely critical for survival in a capitalistic environment. They're a signal of strength not weakness.

OT: your knowledge of CUBE is inadequate. CUBE owns a company called Divicom which basically is the digital video broadcasting/networking world's version of Cisco. Also, quality MPEG encoding is one of the most complex processes for algorithm design. CUBE is just an absurdly undervalued company because the market (of which you're included) doesn't recognize this yet (although it has begun - see CUBE chart). Rationally, the market should award it a PE multiple close to BRCM's. Both companies, right now, have complementary product lines that are converging quickly to the same market - set top boxes.
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