Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stoctrash who wrote (47514)	11/11/1999 12:22:00 PM
From: Black-Scholes	Read Replies (2) \| Respond to of 50808

Boys, the "arbitragers" have got a grip on HLIT/CUBE. This stock is dead money until their semi deal is announced. CUBE Management has got a REAL problem on their hands. CUBE would have been easily at $52-$54 WITHOUT the deal - based on the DVD XMAS season alone. This has been a total debacle and a shame. This is not what HLIT had in mind either. I know HLIT had no idea how negative the sentiment was on CUBE. This is a textbook example on how Management CANNOT IGNORE Wall Street. AB's behavior the last three years regarding the courting of Wall Street banks has been positively Gaulic. And now, we, and CUBE's employees, are suffering because of it. You had to listen to the analyst on CNBC last night. He was genuinely perplexed at CUBE's current valuation. Doug Sease, I would like to introduce you to Alex Balkanski. In retrospect, this deal was too complicated for the average MO player to understand.