SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : EZchip Semiconductor
EZCH 25.490.0%Feb 23 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: PaulAquino who wrote (2428)11/3/2015 12:32:55 AM
From: profstok  Read Replies (4) of 2675
 
paul - This GG is to be believed (his more recent musing on the topic):

George



Joined: 04 Jan 2007
Posts: 2789
Location: The Berkshires, MA
Posted: Sun Nov 01, 2015 5:50 pm Post subject: Re:
ddaniel wrote:
Do we get any input from George gilder. After all this is gilder forum... Correct?


I have been giving my input for weeks. Check it out. I think the price is ridiculously cheap.

I think personal dynamics between Eli and Eyal play a key role. Eli was meeting with Eyal Waldman, a charismatic IDF war hero and CEO, at a time when EZ's stock was way down, and Eli was contemplating retirement. Eyal seemed to offer a way out.

I think Eli will have difficulty reneging on his commitments to Waldman, who is imperious and persuasive.

At the same time, I think there are real dangers of losing key engineers. Eli fears this.

EZ will have to be saved by a stockholder rebellion. I hope it succeeds.

But no one should imagine that it will be easy or risk-free.

GG

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News