To: Arthur Tang who wrote (693 ) 7/3/2000 2:38:07 AM From: Arthur Tang Read Replies (2) | Respond to of 719 More on Yahoo board posts? Suspicions of Goldbergs (both father and son) posting on the Yahoo board surfaced. It seemed true becuase of the drop of information that no one else treasures. In reality, management seldom can post on the message boards, because of lack of knowledge of professional investors. Management of a company seldom has Wall street common sense. IE., the greedier the management is, the higher the company is valued. The greediness has to be stock options, not cash dispersements. Stock options are often bought by market makers to satisfy their shorts buy back. They often then ran out of things to write. You just can not write everyday how wonderful the stock is and nothing else. Management decisions are often not immediately translated into bottom line accumulations. They often made the other company stock valuation mistakes in mergers and mistake in self evalution of their own outstanding stock. The best way is to pay some one such as an investment banker to make sure valuation of both companies are correct or negotiate a better deal. The better deal is often provided by the two investment bankers, in a bridge loan or adjustment on stock price in the market by arbitrageurs. Current move is slightly oversold technically, and it has nothing to do with investor support, nor the future of SEMI fundamentals(if fundamentals rule then there will never be any pull backs). If Kent purchases SEMI stock on the market; then I would be taking notice. Good luck to the management. Keep an open mind, always ask to see the money, and find out who is the major stockholder? Exchanging stocks is only pooling of interest, lawyers and investment bankers eat you alive, taking all the cash? End of message.