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Andrew Schmitt » Comments » EZCH

  • The Future of Network Processing Units Doesn't Look Too Rosy [View article]
    No. No position in LNOP today or at any time before.
    Jan 02 19:21 pm |Rating: 0 0 |Link to Comment
  • LanOptics Raising Stake In EZChip - A Bullish Sign [View article]
    This makes no sense. Existing LNOP shareholders are diluted and you think this is good? Sure it's good! Good for the EZ-Chip investors with an illiquid share who now have access to capital markets!

    What is going to happen if all these new shareholders start cascading their liquidity into the market! You can't tell me they are not going to sell- otherwise why would they agree to the swap! What sort of lockup agreements are in place?

    This is a meaningless event unless you examine the cost of issuing new shares and compare that against your expected performance of the company.

    What am I missing here?
    Dec 20 17:19 pm |Rating: 0 0 |Link to Comment
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