Politics : RAMTRONIAN's Cache Inn


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To: ShamukE who wrote (6912)11/23/1998 9:58:00 AM
From: JonasRead Replies (1) of 14464
 
ShamukE,

re <mess should be contained>

That's why I explicitly proposed an enlarged
role for rcom management...

IMO there would be little further ill to spread
provided the preferred issue is settled...and
the suit...does rmtr's ascent this morning imply
there'sno merit to DEER PARK's case?
too early to tell...

re <... nothing wrong with a growth co. suffering through this
stage of development>

rcom also needs cash and there is overlap in some areas -
if existing rcom management would not be constrained by rmtr management I think the sum might be larger than the whole.

Re Capital <...usually available to a clean operation >

Well, if Capital "on reasonable terms" is readily available
I wonder why rmtr decided to get funds at unreasonable levels
from Capello...still an issue that hasn't been answered to
my satisfaction.

Both companies have a future - the question of course is to what
extent common holders will benefit - if a closer integration between the two were to make the combined entity stronger, than capital
should be available on better terms...

Jonas

BTW - This is not my final view

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