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

To: Maya who wrote (46778)	10/27/1999 10:59:00 PM
From: Jacques Chitte	Read Replies (1) \| Respond to of 50808

$45mm go to HLIT; this leaves CUBE's remainder around $5.

To: Maya who wrote (46778)	10/27/1999 11:28:00 PM
From: John Rieman	Read Replies (2) \| Respond to of 50808

Maya. It was a great deal for Divi/HLIT. HLIT paid 9X trailing sales and 6.8X next years sales. Keep the HLIT shares. The semi side grows, but it needs to shed VCD. Mesh said 40% growth, in the other markets. The CC posture was to keep the Semi side as an independent. They will also look at any deals that are offered.(Pay up, or no deal!) Either way, the semi side has big up-side potential. If we trade in the mid-high 40s, tomorrow, buy CUBE.