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Technology Stocks : LBRT - Liberate

LBRT 15.76

+3.2%

1:44 PM EST

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To: Allegoria who wrote (172)	4/1/2000 1:36:00 PM
From: pat mudge	Read Replies (2) of 409

I know that you have had some 'experience' with companies that issue warrants for business...(aka Rogers / Shaw communications & TERN )...what is your general feeling about this strategy - does it work in the long run? OPTV seems to be kicking our butts lately, and I found the bit below (released in Dec.) interesting: It's a form of financing. Very little risk to those buying the warrants and enormous upside potential. In the end, if the technology doesn't work, someone else will win. Terayon's S-CDMA is not being widely accepted. If you read their SEC filings carefully you'll know they're slipping with Rogers and Shaw. If they weren't they'd be touting their numbers like their was no tomorrow. As it is they're not breaking out numbers and they're buying up crippled access companies so fast it's hard to comprehend how they'll be assimilated. Every case is different. I honestly don't follow OPTV so don't know how their warrant strategy will play out. I do think it's misleading to think the company buying the warrants is validating the technology. Over the last year or so it's been a license to print money. Granting warrants or shares isn't positive or negative; it's how it's done that makes the difference. If you look at Juniper Networks, for example, they had a long list of world-class backers before it went public. They all stood to lose their entire investment or win big if the company succeeded. At the other extreme, look at Lumenon and Molex. But that's another story. . . :/ I like LBRT and plan to add when the market finishes its mass murder of .coms. It's been a tough couple weeks. Pat

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