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Technology Stocks : C-Cube
CUBE 37.04+0.1%10:34 AM EST

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To: Humblefrank who wrote (40714)5/9/1999 7:59:00 PM
From: Black-Scholes  Read Replies (1) of 50808
 
Word around the "Wall Street cocktail party circuit": CUBE is the hot stock because of AT&T's preference for a "open cable" solution. Before the AT&T/MediaOne deal, the apparent general sentiment was that because of John Malone, GIC was a shoe-in for ALL the STB business. Michael Armstrong's comments about utilizing many suppliers going forward genuinely surprised quite a few people on Wall Street.

The dramatic increase in CUBE's trading volume on Friday with NO NEWS supports that change in sentiment - not to mention the upgrades.

Again, I look for 33 by Thursday. This is going to be big and sustained.

All you TA guys better get out right at 30 - just in case!?
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