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


To: John Rieman who wrote (36921)10/27/1998 8:40:00 PM
From: Stoctrash  Read Replies (1) | Respond to of 50808
 
The valuation placed on BRCM is telling me they are all over that DCT-5000 box. You've got a 3.7B market cap vs Divi-Dog's lowly .67B. Now I realize BRMC's PE, PS, etc are in orbit...but....

It seems CUBE has seen it's "straight frush" on this mpeg market erode into a "pair of kings." They had the China VCD market by the nads...now that seems to be fadding. They had a good start on the DVD decoder market...now some chumps are eating their lunch at that too... the same guys who couldn't make their own VCD chip only a year or two ago!!

So what do they have left...what should they do?
They've got Divi....and I vote they "spin it, spin it, spin it!!!"