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Angelo George » Comments » EZCH

  • Small Cap Comparison: Orckit and LanOptics/EZchip Each Has Strengths [View article]
    You have overlooked the recent SEC filing of 1,051,574 Shares by Nokia Venture Partners II L.P. giving Nokia an 8.7% equity position into Lanoptics. If the IBM 3.5% equity position is still valid, that represents a lot of smoke. There must be a fire burning. IMHO
    Mar 28 13:40 pm |Rating: 0 0 |Link to Comment
  • LanOptics Raising Stake In EZChip - A Bullish Sign [View article]
    With 6 consecutive quarterly revenue increases in excess of 100% quarter to quarter, can this train possibly stall? I don't think so.
    Sooner or later the market will awaken to this issue.
    Feb 21 10:27 am |Rating: 0 0 |Link to Comment
  • LanOptics Raising Stake In EZChip - A Bullish Sign [View article]
    Price behavior in anticipation of Financials due to release in the next few weeks, plus the Roth Conference February 19th spells the beginning of the next leg of the run begun in mid 2006.

    The train may have left the station but it is now only at the 1st stop of a long ride to come. IMHO!
    I have a long position.
    Jan 29 16:18 pm |Rating: 0 0 |Link to Comment
  • LanOptics' EZChip Poised For Mega-Growth?  [View article]
    That too may happen under the right conditions.
    Jan 01 22:47 pm |Rating: 0 0 |Link to Comment
  • The Future of Network Processing Units Doesn't Look Too Rosy [View article]
    Do you have a short position on LNOP??
    Jan 01 22:44 pm |Rating: 0 0 |Link to Comment
  • LanOptics Raising Stake In EZChip - A Bullish Sign [View article]
    Mr. Schmitt:
    You are missing and overlooking the fact that the process has a precedent. In 2002 with Apex partners and again in 2005 with IBM,Tamar VCs & others, none of which produced any marked impact on the trading values of LNOP. These VCs are funding with a 10 to 1 appreciation expectation.
    You also need to know that there are selling restriction in place. As I understand it to be true, 1/3 cannot be sold for 180 days; 1/3 cannot be sold for 90 days; the remainder may be sold at will.

    All these investors are pretty savy traders in their own right, If they had little or no confidence in the future of EZchip, would they be where they are?
    Dec 25 15:34 pm |Rating: 0 0 |Link to Comment
  • LanOptics Raising Stake In EZChip - A Bullish Sign [View article]
    I have a long position and have been trading LNOP (always long NEVER SHORT) for many years. 2007 will be a banner year for LNOP or EZchip which ever name they select when the aquisition has been completed.
    This is the ground floor of a dramatically improved technology in high need & future high demand.
    IMHO
    Merry Christmas
    Dec 20 11:25 am |Rating: 0 0 |Link to Comment
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