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

To: BillyG who wrote (32484)	4/21/1998 9:36:00 AM
From: ggscott	Respond to of 50808

A question for Dave or John, maybe the run-up yesterday is a reaction to the market valuation given to Broadcom. Broadcom has a revenue run rate of the high $30'smm and is still losing money, but had a market cap at one point last week of $2.2 billion. The alternative is a Broadcom competitor, C-Cube, the market leader with a growing global business, with annual revenues of about $400 million, projected to grow at about 25% per annum, and a double digit after-tax profit margin in spite of $60-70 million a year in R&D expenses. Makes Cube look dirt cheap, doesn't it? I think some people looked around to see how else one could play the digital revolution and found our underpriced gem. Dave or John, do you agree?