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Technology Stocks : Shiva -- Ignore unavailable to you. Want to Upgrade?


To: Teddy Harton who wrote (4967)2/17/1999 1:31:00 AM
From: JR2  Respond to of 5036
 
< Teddy >

I haven't even paid much attention to lining of the pockets that's going on.
I'm haven't a hard enough time figuring out how Zucco passes up 9 5/8....spends 37 million ....7 months later ...QUITS on the LONG-TERM PLAN and promotes a 6 buck deal.

Zucco : Just because Intel wouldn't go above 6 bucks , doesn't mean you HAVE TO TAKE THE DEAL !
YOU said NO , N .. O to Nortel for almost 10.... But yes to 6 ... So early into the VPN Ramp-Up. You had just begun your "Turn-Around"...
What a F**%%NG Joke !! Are you Kidding Me ?? Your own proxy, implicates the Madness of the Action.

Don't worry ...I'm not changing my vote. When the MOU settles and You guys pay up again, that will speak volumes. How's your VPN dream coming Jimmy ? You're going to try your hand at some Voice Space on a Board in Cambridge ? I wonder why they didn't include Shiva on your resume ?!



To: Teddy Harton who wrote (4967)2/17/1999 2:10:00 AM
From: JR2  Read Replies (1) | Respond to of 5036
 
< I Have More >>

Now I understand where that Peter Lu Dude came from out of nowhere !
He must of caught wind of an NT Offer in Dec....So he figures What the Hell.. Upgrade the stock at 8 3/4 to 9 1/2...Maybe NT pays up at some point. He had to smell something.
Zucco, becomes fairly popular on the conference calls in early 98...Never mentioning that he's concerned about Remaining Independent. On the contrary, he's somewhat up-beat about this VPN ...which he TELLS US WON'T KICK IN until the 3rd qtr anyway.
So what does he do on the last day of the 3rd qtr...begins conversations with Intel about a Merger.

Oh, one other thing about that Analyst Peter Lu, who found religion real quick with Shiva in a Bottle...Notice how he quickly downgraded the stock. He must of caught some more wind; this time; about Shiva NOT ACCEPTING NT's offer.

It's all becoming very clear. Aptis for 300 mil? Shiva 185 ?? NT willing to pay 280 mil? 9 months later shave off 100 mil and Run for the hills...I'm done. Shiva Connects ? Not with it's Shareholders !