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

To: Don Dorsey who wrote (43633)	8/4/1999 12:37:00 PM
From: Black-Scholes	Respond to of 50808

I just base my valuation of CUBE by its peer group valuations. CUBE is still viewed by the market as a "one-trick pony." If an interview was conducted among money managers and stock-pickers and they were asked what does CUBE do? Most (75%) would respond: "Digital video chips. Too much competition though. Won't be able to hold margins. But let me tell about Zoran though. Here's a comer!" My point being, most don't know or understand Divicom - STILL!!! This misunderstanding is CUBE's management's fault.