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

To: Black-Scholes who wrote (41481)	5/24/1999 9:31:00 PM
From: VidiVici	Respond to of 50808

Sequoia's Biggest Hit! Yeah yeah, this is real old, but it's entertaining reading nonetheless... Don Valentine's take on the future of C-Cube, way back in '94. Wonder how he feels about it these days. "C-Cube could* be the Intel of the 1990s," he said with a straight face.* Yuk yuk... And this is just as relevant today (if not more so): Two things happened. One, we began to believe that there was a market for video compression and video conferencing. And second, there was a change in management. CISCO SYSTEMS Year of Investment: 1987 Total $ Sequoia Invested: $2.5 million Current $ Value Investment: $2.7 billion Average Annual Rate of Return: 171% Sequoia's Next Biggest Hit? (If only...) C-CUBE MICROSYSTEMS Year of Investment: 1993 Total $ Sequoia Invested: $4.0 million Current $ Value of Investment: $24.8 million Average Annual Rate of Return: 520% (We wish!) redherring.com

To: Black-Scholes who wrote (41481)	5/25/1999 6:29:00 AM
From: Maya	Read Replies (1) \| Respond to of 50808

How about increasing the shareholder value by using part of the cash (say 5 million shares) and buying back stock? Buy back should be intensified near the stock's resistance points (like $30 or $36). This will help the stock price and the morale of the employees since they will benifit from their options (including AB).