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

To: DiViT who wrote (40177)4/27/1999 12:30:00 PM
From: Black-Scholes  Read Replies (1) | Respond to of 50808
 
DiVit - Thank You very much for answering all those questions about BRCM vs. CUBE. What gives with CUBE's valuation vs. BRCM? Seriously. Is it just that the market "perceives" that BRCM has GIC/SFA as a PERMANENT customer?



To: DiViT who wrote (40177)4/27/1999 2:00:00 PM
From: Shelly Wolfsdorf  Read Replies (1) | Respond to of 50808
 
Dave:

However, BRCM has the deal making and PR skills that c-cube lacks. Those "soft skills" are far more important than technology. With the high valuation in stock price, they can easily acquire the technology they need - they can even acquire c-cube.


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