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12 pts

Opinion on  LanOptics Ltd. (LNOP)     Sector: Technology  >  Industry: Computer Networks
a network processor that JNPR/CSCO love

Jul 19, 2007 03:40 PM GMT
Renyu100x100
Return Risk
+5.42% HIGH
Associate

" By chance a couple of days ago, I met a sales engineer with Cisco. I asked him if he was familiar with EZchip. He said sure, and asked me how I knew about the company. I explained that I had a fairly substantial position in EZ via LNOP . His response, "Huh? I thought it was privately held." We talked for a while, and I explained the relationship between Lanoptics and EZ. He was excited and said that he would be buying a bunch, and would spread the word. He wasn't forthcoming with any details on CSCO's rollout, but said that he was aware that something "was in the works." Once LNOP acquires the remaining % of ownership and becomes EZCH, this type of thing won't be happening. I guess we're still not on the big screen radar quite yet. But it won't be long."


LNOP:  This call was made on 07/19/07 @ $16.1
Rating:   Positive   $16.1 (07/19/07)
Gain/Loss:   n/a in 869 days
Target:   $20.00 (+24.22%) in Six months
Allocation:   3.4% of portfolio


+ Referring to this analysis:


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Who voted on this idea?
r. yeh N/A 09/27/2007
meever 57% 09/20/2007


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