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Technology Stocks : C-Cube
CUBE 37.00-0.2%Dec 3 3:59 PM EST
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To: Black-Scholes who wrote (40697)5/8/1999 11:07:00 AM
From: Black-Scholes  Read Replies (1) of 50808
 
I just love the following:

I received this while making a suggestion over on the INTC thread. It just shows how misunderstood CUBE is by the market.

<Black-Scholes:>>>don't you think it is a no-brainer and probably imperative that INTC buyout BRCM and CUBE? And don't say INTC will just develop those chips on their own. That's the typical arrogance that always precedes a fall. <<<

Do you mean Intel should pay ~$1/1.5B to buy CUBE's audio and video compression technology? How long do you think it would take for a team of 4 at IA labs to duplicate this technology? My guess is that if they couldn't do it in less than 6 mos., they should be fired.

As to paying $10 to $15B for BRCM, that is just too ridiculous to contmeplate.

As for the set top box market, how big is that market anyway? Suppose the market is 500 million set top boxes - sure that would be a great business for BRCM to get into. But for Intel, a $10B market over 5 to 10 years is... how do you spell... chump change?

Let's give Craig Barrett the benefit of the doubt and let him work out his strategy in his own way and using his own timetable.

The good news for Intel shareholders is that we have plenty of cushion before we need to take desperate measures - such as inflating earnings through accounting trickery and making grand PR type acquisitions.>
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