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Re: wakl post# 5981

Saturday, 05/12/2012 5:17:27 PM

Saturday, May 12, 2012 5:17:27 PM

Post# of 6256
Wakl:

You're wrong on many points, which you're probably used to by now. Usually I let it slide so you don't go crying to the moderators (oh, you are one - of a company you bash all the time -- that's odd). But this time, I happen to have some time to show you the error of your ways.

Issuing a very modest amount of stock options (considering the millions of shares outstanding) to the Board is NOT listed as the type of bad dilution by your article. What was listed as bad dilution was: (1) very large grants of stock options (50% of the company in the article's example) to insiders, (2) buying other companies with stock, and (3) secondary offerings. Arista has around 11 million shares outstanding. Around 60,000 options were issued. That's 0.5% dilution - meaning, virtually none, or put another way 100 times less dilution than in the example in your article. So your link did nothing to show that Arista did anything bad for the company.

Your statement that "As for transparency most companies will Pr any filing as news." is flatly false. I follow dozens of companies, and NONE - I repeat NONE - of them PRs a Form 4. I'll bet you can't find ANY company that issues a PR about a Form 4 being filed.

As far as directors go, I just searched the Form 4s, and no director or officer has EVER sold shares of Arista. EVER. And many have bought shares. Recently, the CFO bought 37,500 shares and a director bought 10,000 shares. Looks like they are aligning themselves with shareholders - that's a big key for anyone looking closely. Will management and the Board "win" no matter what? If yes, that's a flag. At Arista, the Board's options are worth NOTHING if the stock doesn't go up. If the stock goes down, insiders LOSE money just like shareholders.

As far as questions about the FBI and GE, why didn't you go the shareholder meeting (that you've said for 2 years wouldn't happen) and ask those questions to management if you're so interested?