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To: Zeev Hed who wrote (4900)	7/29/2000 9:50:31 PM
From: BMcV	Respond to of 5058

Zeev, you're forgetting two things: 1) APM had virtually no revenues for several quarters before expiring. RDRT has declining, but still substantial revenues. 2) If cash is the only problem, many of the companies needing a component source would gladly provide financing. My expertise in this area is nil, but I don't see the objections you make as offering serious difficulty.

To: Zeev Hed who wrote (4900)	7/29/2000 10:18:28 PM
From: Sir Auric Goldfinger	Read Replies (1) \| Respond to of 5058

Zeev, you haven't looked in a while...All the financial issues that you cite could be wiped out by an equity slug and/or BIG order. When APM died it died because it could not get to the next generation GMR, they could not even get prototypes out of the design lab. RDRT are survivors and theirs is a cyclical business. No captives have GMR running like RDRT does and the DWDM is a massive dose of sugar. And you KNOW I ain't pumping and dumping (wait until you see who shows up on the 13-F!-one of the Valley's most astute investors)