To: YORE who wrote (982 ) 11/23/1997 12:30:00 PM From: Rowan da Silva Read Replies (2) | Respond to of 1147
YORE: I had urged you to reconsider your decision to stop participating on this thread as I have been reading what you had to say for a while now, but personally was keeping a low profile. I felt you had a good contribution to make. I am glad that you have reconsidered your decision and look forward to your participation, notwithstanding our genuine differing points of view in some instances, and violent agreement in some instances as well. There may be issues and insight that I may have overlooked, or may be even unaware of. This is where I hope the participation of individuals such as yourself will help. >>I don't Agree with your information in many cases >>and that is where your report falls short IMHO. Like what YORE ? and why ? what is the rationale behind your disagreement. Am I contradicting facts in a press release, earnings release, 10K, 10Q, secondary prospectus, what was said at the shareholders meeting ? Could you be a little more specific and rationalize your disagreement ? >>Much of your information was based on verbal >>comments and future projections which can not be >>considered as fact. And in some cases it was just >>ordinary hype. I am quite sure "much of my information" was based on 10Q's, 10K's, secondary prospectus, press release's etc. I consider this to be written communication and not what IMO qualifies for "verbal comments". I believe that the only references I have made to "verbal comments" would be the one statement made at the shareholders meeting in which RJ stated that the unit volume of smode is approaching the unit volume of mmode fiber. Also, a statement in which I have heard RJ make that MMode fiber has higher margins that smode. This is only a tiny part of the whole analysis Yore. Where have I made "future projections" as you claim I have ? I urge you to read my analysis again and validate for yourself what I have stated above. Now, you may have friends and other sources of info that myself or others in this forum do not have. I cannot argue with you on this one. The best we can do is agree to disagree.