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

To: BillyG who wrote (46675)	10/27/1999 6:37:00 PM
From: Black-Scholes	Read Replies (3) \| Respond to of 50808

Don't forget the $6 / share in CASH!!!!!!!!!!! Let's see: Divicom is basically being bought for about $32-$36 per share (depending on HLIT's price). Add $6 per share in cash. That puts us at $38 - $42 - without any thing yet for the semi-side. Now, let's value the company as the market would value a ZRAN - which is the closest thing to a pure semi-MPEG play in the market. I think it's fair to say that CUBE semi has a much more robust, diversified, and advanced product line than ZRAN. Yes? If Zran is valued at $26, CUBE should be $32 or $35? Fair? Maybe that's light. That puts us in the range of $70 - $78 tomorrow. We need an experienced investment banker for this one. They'll be issuing opinions tomorrow morning before the opening - that much is sure.