Leuthy, why don't you call Mr. Ejabat and ask him why he sold shares that he owned? And while you're at it, ask him how many more thousands of shares he can buy over time at very low option prices?
And ask him about his lifestyle since you speculate on that? Actually, that was a remarkably stupid thing to raise since no one who sells option stock of that magnitude is doing it to sustain a lifestyle. I presume anyone else would do the same (well, maybe you'd hang on to it regardless of how many more option shares you could sell in the future, but I would sell at what I regarded was a good price because I know there will always be more to replace whatever I sell).
Eventually every leading edge product has a competitor come along with as good or even better product. What is wrong with your reasoning is that you presume Ascend will simply sit on its laurels and do nothing to develope follow on products that are superior to the GRF 400. Hell, it has already just introduced the GRF 1200, again raising the bar for a Cisco or Shiva or whatever other competitor that wants to take share from ASND.
And Cisco is begging clients to hold off making decisions so it can bring tag switching to market. Surely there is no evidence to suggest that tag switching is better than the alternatives that are already on the market or about to be introduced. One thing that history has shown us is that proprietary protocols lose out to standards, whether fixed by IEEE or some other body or which became de facto standards by their success, such as "Hayes-compatible" modems.
I'm not accustomed to using language like this in my posts but your speculation about Ejabat's motives border on the idiotic, IMO, and if you want to make decisions based on that kind of thinking, well, no one is going to stop you. (just took a correspondence course in Diplomacy from the Ghengis Khan School of International Relations, as you can tell).
Dee Jay |
