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

To: VINTHO who wrote (40273)	4/28/1999 5:44:00 PM
From: Black-Scholes	Read Replies (3) \| Respond to of 50808

Why would anyone think CUBE's advance would "falter"? CUBE is not overvalued. CUBE is not riding a wave of optimism. CUBE's sentiment is luke warm at best. And yet CUBE sells into the same market that BRCM is valued so highly for selling to. Think about it. I hope CUBE's recent advance is solely because they have had good earnings contrasted with low expectations (remember China was dead and that was the only market CUBE's only product could be sold to). Please don't tell me that this advance is solely due to buyout expectations (although that is a real possibility). CUBE is an undervalued asset by ANY measure. Very few securities can say that. CUBE's advancement, to me, is a continuing correction to fair value. It has a long way to go (minimum of $33). As far as AAPL, I don't know that much about the company. I can't pontificate about which I know nothing. Herb Greenberg is a venomous columnist for the San Francisco Chronicle or Examiner. He tends to focus on companies that are good candidates to short and was very instrumental in CUBE's decline in 96/97 (as were a few unflattering articles in Fortune and Forbes). Again, there is no reason to think CUBE will falter - unless "uncorrecting" from fair value is possible.