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

To: BillyG who wrote (47345)	11/3/1999 10:44:00 AM
From: Stoctrash	Respond to of 50808

Billy, Nation wide Charlie is offering any Adelphia customer FREE everything...box, install, and free six months if they switch over and show them a canceled check to Adelphia. Needless to say the phones are ringing of the hook locally. ps...how about that QCOM...wow!!

To: BillyG who wrote (47345)	11/3/1999 10:46:00 AM
From: Black-Scholes	Read Replies (1) \| Respond to of 50808

CUBE's silence is deafening again. They're obviously negotiating. The stock is just ridiculously undervalued. I just don't know why the market is paralyzed about this deal. It's not that complicated. Even a hyper-conservative valuation would put CUBE at $52-$55. Yes? What the Hell is going on here. It's as if we're all staring at a three foot long rod and yet we're all saying it's one foot. In psychology, that dynamic's called "pluralistic ignorance".

To: BillyG who wrote (47345)	11/3/1999 3:54:00 PM
From: John Mireley	Read Replies (1) \| Respond to of 50808

>What do you mean by one-trick pony??? Decoders? Encoders? >Settop boxes? The MPEG-2 STANDARD for DVD, HDTV, digital >satellite, etc. MPEG2 Decoders are becoming commodity silicon so encoding looks like C-Cube's one trick. Satellite bandwidth limits, no return path, as well as a few other transmission issues make fiber more attractive. DWDM is going to become much cheaper. Cable in the next decade is going to be nothing like it's been in the past decade because of it's increased data capacity over fiber.