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To: Stoctrash who wrote (46704)10/27/1999 7:00:00 PM
From: BillyG  Respond to of 50808
 
HLIT/DIVI will do $500M next year -- the largest infrastructure player in optical and digital cable. "Very strong two-way agreement" between CUBE semi and HLIT/DIVI. HLIT's access to AT&T is good for DIVI! :-)



To: Stoctrash who wrote (46704)10/27/1999 7:00:00 PM
From: DiViT  Read Replies (1) | Respond to of 50808
 
Umesh on the Semi portion.

Semi will have $150mm cash on hand after the spin off (Includestax issues).
Gross margin anticipated to remain at high 50's going forward.