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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 106.93-3.6%Feb 10 3:59 PM EST

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To: Zeev Hed who wrote (26019)7/30/1999 2:29:00 PM
From: ynot  Read Replies (1) of 93625
 
***OT***
Zeev, i appreciate your knowledge on financing issues and the fine work you've done here and other threads

NOPT is one that i would welcome a comment, if possible

very odd situation, NOPT filings say they negotiated a recent debt instrument which is held by shareholders CMP/NU
NOPT acknowledges that the debt cannot be paid with expected sales
their service is a commodity (fibre pipe) with no value add relative to the considerable market competition

NOPT was 'touted', imho by George Gilder's techonolgy report

Richard Gilder Jr of Gilder Gagnon Howe owns 1m shares

odd indeed

thank you in advance, and best wishes
ynot ;)
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