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

To: DiViT who wrote (41492)	5/25/1999 1:44:00 PM
From: Bob Strickland	Read Replies (1) \| Respond to of 50808

DiViT. No, C-Cube does not need this market. But it points out a problem. Like you mentioned, C-Cube currently derives a good portion of it's revenue from a commodity business, decoders. When you're out trying to sell your company, it may be difficult to justify a real premium because of this. It's not worth $2 billion. BTW, I sold my entire CUBE position at $28 after holding it for three years. I just broke down and almost broke even. It was a substantial position. If you're looking for price appreciation, Oracle looks much more attractive at $25 than C-Cube. Hopefully Alex will do the right thing though. Good luck guys.