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

To: Raymund W who wrote (46979)	10/28/1999 6:56:00 PM
From: Black-Scholes	Respond to of 50808

I'm not sure if it's fair to say HLIT got a better deal. HLIT just got walloped. They paid-up for Divicom. That much is for sure. The real dynamic though, IMO, is just the magnitude of "market misunderstanding" of CUBE/Divicom. It's laughable. It's also costing EVERYBODY a lot of money. But, like I said before, the market is far from finished with pricing this deal. I remain optimistic that HLIT will recover soon. Regarding these analyst's valuations of CUBE's semi division? God, tell me this is a bad dream? CUBE's semi division is basically valued at the same price as ESST.