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Technology Stocks : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?

To: DiB who wrote (1585)	5/11/1999 5:16:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 6531

CUBE is ridiculously undervalued. And as stated in a briefing in TheStreet.com, CUBE competes with BRCM and is valued at 1/8th the multiple. BRCM is a great company. No argument. But so is CUBE and CUBE has the same prospects as BRCM. That's my $234.

To: DiB who wrote (1585)	5/11/1999 5:30:00 PM
From: DiViT	Respond to of 6531

"You seem to imply that CUBE is a better investment than other stocks that I mentioned" Didn't mean too. I simply wanted to point out that one could pick a particular point in time to make a case with pretty much any chart. Using your chart timeframe BRCM is the better stock, using mine Cube appears so. But who really knows the future? Not I. For the record I follow both and have a long position in CUBE at this moment and none in BRCM. (I've been long Broadcom before). Unfortunately I do have to agree with Mr. BS here. IMHO: Currently I do not think CUBE & BRCM are fairly valued relative to each other and the markets they share. When I look at the product portfolios of both, and the customer base of both, I feel that their relative valuations are outta whack. Either BRCM is severly overvalued or Cube is severly undervalued or it's something in between. No opinion on your other stocks.