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

To: Black-Scholes who wrote (45014)	9/18/1999 9:39:00 PM
From: Maya	Read Replies (1) \| Respond to of 50808

BS, Now that it is fairly valued in your opinion, get out and go to sleep. There are lots of valuable wins that permit a PE of 35 easily. Sony using DVx is a real positive news. New wins imply at least a growth rate of 30-35% for Cube side of the business. Divicom is growing faster than 35% and is a part of the broadband play which in Gilder's opinion is the next hot thing to look for growth. There is something which you are not seeing that the analysts see that makes those analysts to value it $52/3-6 months or $73 in a year. You know so little about the industry and the stock. Again, get out if you are not comfortable.

To: Black-Scholes who wrote (45014)	9/19/1999 9:53:00 AM
From: JEFF K	Read Replies (1) \| Respond to of 50808

On a day to day basis anything can happen. Cube could gap down or it could gap up, but why is the trend bullish right now ? Is it based on earnings, or an expectation that earnings will rise significantly in the near term ? What do LSI, ESST, Zoran, Cube, and Sigma have in common ? I'm sure that there are significant differences in these companies, but they all are plays in the Digital revolution, also, they all seem to be on a bullish trend. Is it because of an immediate expected rise in earnings or a realization that Digital is here and at least one of these companies will significantly benefit over the next decade. Is this equivalent to the PC revolution that began in the 80's ( what would a share of Intel, Microsoft, or IBM bought then be worth now) ?