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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: JPM who wrote (43025)7/15/1999 5:17:00 PM
From: BillyG  Respond to of 50808
 
They said it--CUBE is a communications company. 2/3 of revenues are from communications. You gotta hand it to AB for having the foresight to buy Divi and we should congratulate Tom and his team for their excellent work with Divicom. The semi people have been pumping out great products -- they were ahead of the marketplace for years, and it looks like the marketplace has finally caught up. 55% gross revenues in the semi biz is phenomenal and usually reserved for Intel and a select few.



To: JPM who wrote (43025)7/15/1999 5:20:00 PM
From: Black-Scholes  Respond to of 50808
 
Agree - I was looking for $.32 but .. oh, well. I think the analysts were genuinely impressed with CUBE's DVD sales and market share. Divicom seems like an accelerating locomotive and STB's sound positive. BUT.... AB was, again, too modest or timid or $#&*$#@ something.



To: JPM who wrote (43025)7/15/1999 5:21:00 PM
From: Rachel M. Kuecks  Respond to of 50808
 
As John pointed out, there was an increase of about 1.5m shares (~ 4%)apparently related to stock price.


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