Zeev's Turnips Patch-No Politics (ZEEV)

[extelecom]

Zeev, I read your link to Si on Floorless Convertibles and noticed you mentioned Ericy in your post to Bacchus. Ericy Conv. Debentures are coming due in early 2003. After following all the responses to your "Principia Floorlesstica" I saw where you mentioned you had made money in the "end game" of this scenario. At the risk of asking a dumb question, how do you know the share price will recover? Ericy has taken a precipitous fall since the Debenture issue in 1997.

tia

ET