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

To: DiViT who wrote (47105)	10/29/1999 4:35:00 PM
From: BillyG	Respond to of 50808

Right. You can have falling ASP, rising sales, and steady margin. And more dollars worth of silicon in the box if you begin to sell silicon for new functions that others previously provided. I think this is where TV/COM comes into play.

To: DiViT who wrote (47105)	10/29/1999 4:39:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 50808

Guys, it's just plain futile to try and rationalize the CURRENT market valuation for CUBE's semi division. It's an irrational valuation - I think we all (including my honey, Erika) can agree on that fact (personally, I think it should be valued, conservatively, in the $27-$30 range - like ZRAN). CUBE's current valuation is a clear reflection of confusion. It's a great deal and AB and the gang deserve our applause and will get it.