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To: Jeffrey Beckman who wrote (11975)2/10/2000 5:41:00 PM
From: LiamCK  Read Replies (2) | Respond to of 14427
 
Jeffrey, on CUBE..................

Seems like they're in the sweet spot of chips, and digital video will grow dramatically. My thoughts are the revenue growth, which while nice (16% yoy), do not make your eyes pop. What's the company going to be after the HLIT purchase if the Divi division.

TIA

-Liam