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To: Stoctrash who wrote (47402)11/4/1999 2:32:00 PM
From: Black-Scholes  Read Replies (2) | Respond to of 50808
 
"thinks" - Who the Hell cares about "thinks?" What's the reality. HLIT/Divicom will be able to leverage a HELL of a lot more cable deployment wins than BRCM. And who do you think Divi will steer/award the silicon in the STB's to when it's time to engineer and purchase? CUBE semi.

That's reality and that's what the street has not figured out yet while they mindlessly buy BRCM and JDSU. Stupid MO investors. Wait until they exit all at once.

HLIT/Divi is growing just as fast as BRCM and faster than JDSU.



To: Stoctrash who wrote (47402)11/4/1999 2:41:00 PM
From: Maya  Read Replies (1) | Respond to of 50808
 
FredE, But that overhead resistance at $45, man. It is dissipating but rather slowly. But it will go away.