From today's Greenberg column:
C-CUBE REVISITED
My recent items here on Milpitas-based C-Cube Microsystems have caused the Hostile-React-O- Meter to spin out of control.
Most of the scathing e-mail I've received is in response to negative comments from Marc Cohodes, a money manager with Rocker Partners in Larkspur, who has shorted the stock.
I have yet to hear from an equally passionate bull who's willing to go on the record.
So, here's my pitch: If you're a professional money manager, have a good record and can explain why our short-selling friend will soon be taught an expensive lesson, I'd love to hear from you. (Your reason can't be simply that the stock has a huge short-interest, which will cause the stock to go up if and when short-sellers are forced to buy stock to cover their losing positions).
The conversation has to be on the record, and you can't be a brokerage firm analyst, stockbroker or individual investor. I really want to hear from a counterpart to Cohodes. As always, I offer an open invitation for C-Cube CEO Alex Balkanski, who doesn't return my calls, to voice his side of the story. |