Toby Smith Stock Review

[MLD38]

TO singh: re ZHNE, Newhall & NEA

singh, you wrote: ..."where else do you post? take a look insid einfo. no one knows 38% owned by this guy http://fatpitch.ecoin.net/news/2007-11-13/NEWHALL_CHARLES_W_III_ZHONE_TECHNOLOGIES_INC_ZHNE_000118143107068673.php "...

I post on several website message boards.
Thanks for the insider info link.
It appears the information is also available using Yahoo and other websites.

For example, Yahoo's
NEWHALL CHARLES W III: Declared Holdings
http://biz.yahoo.com/t/43/4243.html
ie New Enterprise Associates

Zhone Technologies, Inc. (NASDAQ: ZHNE), headquarters in Oakland, CA
http://www.zhone.com/about/
....a global provider of advanced communications equipment and a leader in enabling VoIP, IPTV, and Ethernet over copper and fiber access lines,...

ZHNE - Zhone Technologies
http://riggedmarket.wordpress.com/2007/08/10/update-on-stocks-2/
...has been my worst performers due to a lower than expected Q 3 revenue report. Yet insiders Kramlich C Richard, Barris Peter J, Newhall Charles W III, and Perry Mark W all affiliated with New Enterprise Associates have purchased over $6,500,000 worth of ZHNE stock since August 2007. I am still very much behind ZHNE and have taken this opportunity to purchase more stock....

June 19, 2007 RiggedMarket Stock Pick - ZHNE
http://riggedmarket.wordpress.com/2007/06/19/june-18-2007-stock-pick-4/
includes:
..."Zhone Technologies has had a lot of recent insider purchasing, in fact directors and 10% owners have made 39 purchases of Zhone technologies in the open market, and even more surprising there has been absolutely no insider selling this year. These purchases add up to over $7,500,000 and were made by Kramlich C Richard a director of the company, Perry Mark W a 10% owner, Barris Peter J a 10% owner, and Newhall Charles W III. a 10% owner.

What was interesting about these purchasers is they are all closely related: Kramlich C Richard is a General Partner of New Enterprise Associates, Peter Barris is a Managing General Partner of New Enterprise Associates, Chuck Newhall is a General Partner/Co-Founder of New Enterprise Associates, and Mark Perry is a General Partner of New Enterprise Associates.

Since all of the purchasers are from New Enterprise Associates here is a little information about the firm. New Enterprise Associates (NEA) is one of the world’s leading venture capital firms focused on information technology and healthcare investments. NEA was founded in 1978 by Chuck Newhall, Frank Bonsal and Dick Kramlich and has over $8.5 billion under management, making it one of the oldest and largest venture firms in the world. NEA has been a consistently top performer, and its latest funds (NEA 10 and NEA 11) are top decile performers. NEA has backed transformational companies such as Apple, TiVo, and Juniper. NEA’s management team has invested in over 500 companies, of which approximately 200 have gone public and 195 have been acquired NEA has offices in Reston, Virginia, Menlo Park, California and Baltimore, Maryland.

To find out more about NEA check out their website http://www.nea.com/Home/ "...

New Enterprise Associates : portfolio companies
http://www.nea.com/PortfolioCompanies/

ZHNE: sorted by communication and current using drop down menu along top of table
http://www.nea.com/PortfolioCompanies/Results/index.cfm?SF=1358&CF=&IDIS=S1&SA=1