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Post# of 45560
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Alias Born 06/04/2004

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Tuesday, 09/07/2004 10:25:51 PM

Tuesday, September 07, 2004 10:25:51 PM

Post# of 45560
GOOD POST. NEW DD.

Kudos to diamonddays on RB for this nugget dug up on Roger. Hadn't seen it before. There is a section in the PDF on deals valued at $150M+ that month. Roger's deal is in there (pp. 20-21). As a side note, I can tell you that 80-90% of the counsel used in the deals listed on these pages are THE MOST PRESTIGIOUS LAW FIRMS IN THE COUNTRY. For what it's worth, I kind of chuckled at one of the deals since I had worked with the partner that was on that deal (he was a complete nutjob but about as brilliant as they get). Yes, do your own research if you'd like but I can tell you that when you are in the company of Cravath Swain, Jones Day, Wilson Sonsini, Morrison & Forrester, Weil Gotshal, Wachtell Lipton you are amongst rare air in the legal world. Run those names by your lawyer friends and you will see. Deals at this level require the MOST COMPETENT legal counsel available in the country. I am in this stock today for the same reasons, or I should say reason, as I was the day I initiatied my cmkx position. Roger. Period. Nice find Diamonddays. Just more evidence that we are in the hands of someone with tremendous expertise, and someone at a level that shorts have likely not faced before. Most pinks/otcs will rattle sabers about the shorting but have no firepower to do anything about it. And the shorts absolutely KNOW it. IMO, Roger is not saber rattling. IMO, he is delivering an ultimatum backed by atomic firepower. And the shorts absolutely KNOW it. The ONLY advantage the shorts had IMO is that they knew this would take TIME to unfold. And they tried to play that card to the hilt rather than begin an earnest campaign of covering from the start. And IMO this strategy has backfired and Roger has made their escape that much more difficult. I don't know when the knockout blow will come but I doubt the shorts can dance around the ring much longer. They are well overmatched at this stage IMO.

http://www.ragingbull.lycos.com/mboard/boards.cgi?board=CLB01219&read=78476

Z

As always, these are my personal opinions.

Hopefully nobody in here is investing anything but "fun" money that they can afford to gamble with.

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