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


To: Don Dorsey who wrote (40211)4/27/1999 7:51:00 PM
From: Black-Scholes  Read Replies (1) | Respond to of 50808
 
That is a reasonable statement. I have always maintained that this thread is far too hard on CUBE management. The game is far from over for CUBE and I think it could be argued that CUBE is winning. I like the sentiment now. CUBE is WAY undervalued and I maintain the market is beginning to realize it. With DIVICOM, CUBE is a NETWORKING company. It deserves the same valuation as a BRCM.

I'd be long CUBE before I'd be long BRCM. Similar companies - converging product lines - same target markets. DIAMETRICALLY OPPOSED VALUATIONS.