Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: J Fieb who wrote (41122)	5/14/1999 8:29:00 PM
From: Raymund W	Respond to of 50808

May I ask, is anyone of significance really talking about a buyout other than those on this thread? I'm skeptical; haven't seen it anywhere else. I'm long CUBE and happen to think it's undervalued, even without any prospect of a buyout. I wouldn't be happy if CUBE was bought out for under about 60. I'd rather just hold onto it for a few years and maybe get out when, split-adjusted, it's twice that or more. (This might occur after the Y2K market crash, though.) Ray

To: J Fieb who wrote (41122)	5/14/1999 8:32:00 PM
From: Black-Scholes	Respond to of 50808

But that's precisely why there would be all this supposed interest in CUBE from so many different suitors - they all see what we see and want to pick-up CUBE for a song ($45-$55 is a song). I imagine that there is/was a serious disagreement between Valentine and Balkanski about this very issue. Valentine has impatient shareholders and clients who want their money VS. Balkanski seeing the pot o'gold right in reach. Either way whoever wins will pay, at the least, a modest premium over current market value (modest being $15 - $20 premium). (in my humble opinion)