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Technology Stocks : EZchip Semiconductor
EZCH 25.490.0%Feb 23 4:00 PM EST
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To: GCD1 who wrote (2375)10/28/2015 1:36:07 PM
From: Jim Mullens1 Recommendation

Recommended By
The Ox

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GCD1, re: GG on EZCH MLNX acquisition........................



“....It appears from the typical pithy GG, he supports the combination but not the means in which it will be/was done....”



Thanks for your reply, also in true GG form (pithy).



My recollection is that EZCH was / is one of GG’s most favored companies ( 10- bagger / multi-homer potential), perhaps second only to QCOM. To now know that GG “supports the combination” is most significant in my mind as he most likely is letting his objectiveness rule rather than his emotions. I further imagine that GG still has (had) quite a high stake in EZCH though no doubt acquired much of that in the single digits. I can also emphasize with those with entry price points above $25 who expected another “home run”.



So does one roll the dice expecting MLNX to up the offer for a few bucks ($5 - $10 - +25%) at the risk of a no vote wherein the price could sink back down to the mid-teens (- 40%) and have a company left virtually rudderless w/o a captain? Further as Mr. Cohen and the company revealed,

The hedge fund opposing the deal appears to have hedged its bet with put options.



Given GG’s support of the deal, I wonder if he’s come under attack on the Gilder board as Mr. Cohen has here by some?

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