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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: superfiggpart2 who wrote (56268)	5/16/2000 12:43:00 PM
From: dday	Respond to of 122087

Do you consider the Rogers agreement that much different from a biotech that offers marketing rights and a % of future profits to a large pharma in exchange for cash and/or technical assistance? Second, If the Rogers agreement gives Rogers almost 2 million shares of stock (non cash) and TERN gets to sell their entire network product (modems etc.) then, isn't this a win win. TERN eventually realizes hundreds of million of sales. They get a solid strategic partner with technical expertise to move them along on an R&D basis. Rogers also gets a strategic partner with solid technology (I realize that this point is the subject of debate but one must admit that TERN is selling a lot a product at this time) and a low cost equity stake. This stake has the potential to make Rogers a pretty nice return. Neither puts up cash. Sounds like a deal to me. I am not so sure I would be that critical. The tech market is in disarray at this juncture and shorting may be as easy today as being long was 3 months ago. That environment can and will change. Personally, I look for much weaker fundamentals for shorting candidates.