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To: Stoctrash who wrote (33104)5/11/1998 11:55:00 AM
From: Don Dorsey  Read Replies (1) | Respond to of 50808
 
I didn't hear anything relating to Divi we didn't already know. Alex had a fairly thick piece of armor up, though, and seemed guarded in his enthusiasm. He seems to feel that one of his top accomplishments as CEO is the Divicom acquisition. CUBE could sell of Divicom today for a significant profit above what they paid for it. When asked about the high levels of cash, Alex said it was necessary for future acquisitions. Alex emphasized repeatedly how CUBE is the largest pure play in the market. Management does not take this lightly. CUBE is very much a small company doing everything it can to get big. I would look for more acquisitions, partly because of the success of Divi.