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Technology Stocks : EZchip Semiconductor
EZCH 25.490.0%Feb 23 4:00 PM EST

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To: Jim Mullens who wrote (2463)11/4/2015 1:40:28 PM
From: cafly20012 Recommendations

Recommended By
Dave01
longezch

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He says the momentum is irreversible and the consequences of turning down the deal are dire for us all. ..”

This Waldeman sounds like one tough character. It seems apparent now that Eli either has spoken again with him about offering more or he left the initial meeting with a clear understanding that this was the final offer. Wish Eli would have said upfront the sale was about systems integration, can't help but wonder if he's reaching for anything at this stage to get the deal passed. Also have to wonder how Mlnx becomes a competitor without the NPS. Is Eyal bluffing even Eli at this stage? If the vote fails and Eyal offers more, Eli will appear to have been deceiving his own shareholders. Very difficult to decipher, shareholders should not have to go through this on an acquisition, it should be a positive time! Buffett has walked away from deals before in situations like this, but has also regretted doing so on several occasions over a few bucks. Just can't see Eyal walking away.Good Luck All.
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