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

To: Ian deSouza who wrote (32500)	4/21/1998 3:11:00 PM
From: Ian deSouza	Respond to of 50808

Interesting article on CNNfn: cnnfn.com Stocks poised for records Stocks climbed back toward the day's highs in late trading Tuesday, with most of the rally focused on the technology sector, taking a lift from better-than-expected earnings by IBM. (full story) cnnfn.com Also: Investors, don't be reckless article: cnnfn.com MARCHINI: All right. You're a portfolio manager. Are you pulling money out of the stock market? GLICKENHAUS: Absolutely not. Over the last ten years, we've been averaging a 20 percent rate of return annually, and we've been able do that by finding stocks that are undervalued (which have) good management and are still a buy even at these levels. BTW, I do not think that CUBE's price is overpriced - far from it. Compare its PE currently with other high techs -- lots of room there. One more - return of the small caps... or maybe selloff of the blue chips ... take your pick. cnnfn.com

To: Ian deSouza who wrote (32500)	4/21/1998 3:39:00 PM
From: DiViT	Respond to of 50808

RESEARCH ALERT - UBS raises cable equipment group... biz.yahoo.com NEW YORK, April 17 (Reuters) - UBS Securities said analyst Nickos Theodosopoulos upgraded the cable equipment group, citing evidence of the start of a strong upgrade cycle by cable television operator Tele-Communications Inc. (TCOMA - news; LBTYA - news). -- upgraded four companies to buy from hold. -- raised General Instrument Corp. (GIC - news), ANTEC Corp. (ANTC - news), Harmonic Lightwaves Inc. (HLIT - news) and Scientific-Atlanta Inc. (SFA - news). -- said increased attention on the cable modem and digital TV market, partially through new investors, new products and upcoming bullish cable TV industry exhibition, should cause the stocks' multiples to increase.