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

To: Black-Scholes who wrote (47046)	10/29/1999 12:24:00 PM
From: Jacques Chitte	Read Replies (1) \| Respond to of 50808

CUBE today lagging tech rally.

To: Black-Scholes who wrote (47046)	10/29/1999 12:27:00 PM
From: Steve Lamont	Read Replies (1) \| Respond to of 50808

Yes, if you closely read what you said, you are correct... but the inference was there and for those who don't have gilder would probably assume the association.. It all about spin and hype..

To: Black-Scholes who wrote (47046)	10/29/1999 1:10:00 PM
From: mmeggs	Read Replies (2) \| Respond to of 50808

BS -- I like your thesis on the undervaluation of CUBE's semi biz, but HLIT's DWM business is not currently being used by the heavy telco's. Ciena, LU, NT, and Pirelli are 1,2,3,4 in DWM. I don't know HLIT well enough to say what their DWM business is germane to (probably hybrid fiber/coax or something), but I do know DWM business well enough to know who the players are at this point. Strictly for the record. (And this is why HLIT wasn't mentioned by Gilder) mmeggs