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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (62720)12/27/2000 11:59:42 AM
From: The Phoenix  Read Replies (3) of 63513
 
F* that... I would not want to lead them out of the woods.. nor did any of the corporate raiders of the 80's. Nope, this one you buy and bust up and pocket the winnings. There is gold... The Audrey appliance has to be worth $100M to some network appliance company, the patents are worth at least that much, the Voice gateway products have value. The NIC business is worth something to a company like XIRC (INTC wouldn't be allowed to buy it.). The DSL, Cable CPE and Cable headend business is likely interesting as well. AAaand all this and $2.7 in cash... not too mention investments in companies like AETH - I wonder what the unrealized gains there are????

Screw the company - bust it up.

OG
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