Charles,
Do today's developments betoken more than a modicum of credulity
upon the individual who goes by the moniker "tyger63" on the
Yahoo board? On May 14, s/he posted:
"...in the coming weeks/months look for rumors to begin...and
become more insistent with regard to spinning off the Net+Arm
division of the company. One possibility: Osicom retains
40%, Osicom stockholders receive 40% in a direct spin-off,
and the remaining 20% is sold as an IPO."
Granted, s/he was (regrettably!) wrong with regard to a spin-off.
But without wishing to understate the difference, this person
seems to know something (and should probably refrain from
any further "talking out of school.")
I, for one, am hoping that s/he's in the ballpark with another
of his/her remarks, mentioned in the same, aforementioned post:
"Gigamux sales [are] larger than any others yet reported on
are closer to fruition than heretofore known. This is undoubtedly
part of the reasoning behind the willingness on CSFB to underwrite
the new offering."
One could develop a chain of inferences which links such a
surmise to the pieces of the "puzzle" which Scott has dropped
on the table. But there's a dark possibility here, too...
If we see no appreciable take-off in Gigamux sales by the
end of Q3, I fear that we longs will be rapidly circumnavigating
the proverbial vortex. In simple English, we'll be screwed.
These are interesting times for the gamblers among us. |
