| Message | Subject | Recs | Date/Time (ET) |
| The WCOM debacle is exactly what the TCOM sector needs. Before the equipment an | WCOM | | 06/26/2002 05:22:16 PM |
| Other reasons for broadband "success" in Korea
While population density is a | Intel Corporation (INTC) | | 06/08/2002 09:33:45 AM |
| Banc of America's Chris Crespi exposed! (Crossposted from the other JDSU thread) | SDLI - JDSU transition | | 04/04/2002 06:52:45 AM |
| Banc of America's Chris Crespi exposed! Crespi has done a 180 on the telecom se | JDS Uniphase (JDSU) | | 04/03/2002 09:53:29 PM |
| Thanks for the thorough response. You are more than welcome to "butt in" in the | Intel Corporation (INTC) | | 02/25/2002 11:01:13 AM |
| Paul, Questions related to AMD's foundry agreements with UMC. When a foundry ha | Intel Corporation (INTC) | | 02/24/2002 09:04:14 AM |
| Interesting. It seems like you may make a profit, but my real question is wheth | JDS Uniphase (JDSU) | | 02/06/2002 09:14:27 PM |
| The only difference: unit production cost and profit margin--other than that no | Intel Corporation (INTC) | | 02/06/2002 08:51:57 PM |
| Paul and thread: Effects of Intel/AMD licensing agreements on AMD/UMC.
http: | Intel Corporation (INTC) | | 02/06/2002 07:15:49 AM |
| Agree that further progress along the Moore's Law curve will certainly make CMOS | JDS Uniphase (JDSU) | | 02/03/2002 08:34:34 AM |
| On Streaming Video
While I would like to believe that streaming video and aud | JDS Uniphase (JDSU) | | 02/02/2002 09:01:50 AM |
| Broadband Revisited
Cary and all, thanks for the comments. With regard to "e | JDS Uniphase (JDSU) | | 02/01/2002 07:19:13 AM |
| Broadband Lessons Learned in South Korea?
The press and IT journals often hig | JDS Uniphase (JDSU) | | 01/31/2002 07:11:06 AM |
| The Self Inflicted Recession
The most infuriating thing about this recession--d | Intel Corporation (INTC) | | 03/09/2001 07:05:09 AM |
| Is the carrier spigot back on?
Pat and thread: During the Q&A session of JDS | JDS Uniphase (JDSU) | | 02/02/2001 06:53:18 AM |
| Off Topic: GLW Market Share in Optical Fiber
Ibexx and thread: Does anyone h | BROADCOM (BRCM) | | 01/24/2001 07:03:56 AM |
| Pat,
Take a look at the lodging page as well. Last week when I looked, all of | JDS Uniphase (JDSU) | | 01/16/2001 03:26:55 PM |
| Exciton made the call! Sept 23 post repeated below. Just goes to show you how | Intel Corporation (INTC) | | 10/17/2000 09:03:27 PM |
| Interesting that neither Reuters nor Drew Peck mentions a single source for this | Intel Corporation (INTC) | | 10/16/2000 09:04:54 PM |
| Intel Delays Christmas; Changes Accounting Period
September 29, 2000. In a m | Intel Corporation (INTC) | | 09/29/2000 06:53:15 AM |
| No I didn't take the plunge yet, but I am considering buying some calls Monday. | Intel Corporation (INTC) | | 09/23/2000 04:14:36 PM |
| Adam, I agree completely. I did the numbers myself after the revenue warning ca | Intel Corporation (INTC) | | 09/23/2000 03:55:30 PM |
| CORV up 15 9/16 on no news. Anyone have an idea what drove this upswing on very | Corvis (CORV) | | 08/31/2000 09:21:04 PM |
| Cathy and Thread: I too am curious about the level of secrecy that Corvis is ma | Corvis (CORV) | | 08/03/2000 09:31:33 PM |
| CORV: What it is, and what it is not.
CSCO and JNPR are NOT Corvis competito | Corvis (CORV) | | 07/28/2000 06:59:11 AM |
| Corvis IPO price raised yet again to $36/share. Suspect it will trade above 100 | Corvis (CORV) | | 07/27/2000 08:07:41 PM |
|
Thread: Might MSFT break itself up before the USG does?
Although I am philosop | MSFT Internet Explorer vs. NSCP Navigato | | 05/27/2000 03:15:00 PM |
|
Thread: Willy to Infiltrate Midrange PC Market
http://www.edtn.com/story/ | Intel Corporation (INTC) | | 05/09/2000 06:21:00 AM |
|
Thread: Good article on Intel's strategic direction from Semiconductor Busines | Intel Corporation (INTC) | | 05/01/2000 09:32:00 PM |
|
I think the micromirror technology could be big as well, but perhaps not in the | Texas Instruments - Good buy now or shou | | 04/25/2000 10:10:00 PM |
|
Just put you on ignore.
| MSFT Internet Explorer vs. NSCP Navigato | | 04/25/2000 09:55:00 PM |
|
Investigate Justice Department Lawyers' Stock Holdings!!
Does anyone know wh | MSFT Internet Explorer vs. NSCP Navigato | | 04/25/2000 06:36:00 AM |
|
Thread: Does anyone have insights on a still private company called Equinix. | Exodus Communications, Inc. (EXDS) | | 04/23/2000 10:14:00 PM |
|
Thread: EE Times Article on Network Processor Sector Consolidation.
http: | Vitesse Semiconductor | | 04/23/2000 04:52:00 PM |
|
It's not great that CNXT lost the power amp orders to RFMD, but quite frankly, | Rockwell-Spins off Conexant (CNXT) | | 03/01/2000 09:15:00 PM |
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Interesting. One problem with Corning's strategy may be that one big equipment | JDS Uniphase (JDSU) | | 01/31/2000 06:39:00 AM |
|
Thread. I would like to get some comments on the relative attractiveness of Ent | RSA Security Inc. (RSAS) | | 01/17/2000 07:39:00 PM |
|
Thread. I would like to get some comments on the relative attractiveness of En | Entrust Technologies Inc (ENTU) | | 01/17/2000 07:36:00 PM |
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Interesting. Companies like Cisco and Intel are already doing most of their bu | RSA Security Inc. (RSAS) | | 01/13/2000 10:34:00 PM |
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OK. I am beginning to understand, but I still have a question. What does KEON | RSA Security Inc. (RSAS) | | 01/12/2000 10:18:00 PM |
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Can you be more specific? If you are referring to QCOM's intellectual property | RSA Security Inc. (RSAS) | | 01/12/2000 06:55:00 AM |
|
Thread: Why doesn't RSAS generate more revenue and earnings given its dominant | RSA Security Inc. (RSAS) | | 01/10/2000 11:57:00 PM |
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Fair and open disclosure! Surely you can't be serious. What would the analyst | Intel Corporation (INTC) | | 10/27/1999 09:57:00 PM |
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James, I doubt it. I think Cerent and Monterey would more likely be customers | JDS Uniphase (JDSU) | | 08/26/1999 07:06:00 AM |
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Bulldozer: Thanks for the kind words. I think you are right about the horizont | JDS Uniphase (JDSU) | | 08/03/1999 09:58:00 PM |
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Steven: RE: <I had thought that the fiber bragg gratings functioned in a manner | JDS Uniphase (JDSU) | | 08/03/1999 09:53:00 PM |
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Another reason is their expertise and manufacturing capacity in a diverse mix o | JDS Uniphase (JDSU) | | 08/02/1999 10:28:00 PM |
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12 months may not be enough if you believe that the Cendant model is relevant. | McKesson HBOC (MCK) | | 05/27/1999 07:05:00 AM |
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Thread. Would like to believe that this is a buying opportunity as some on the | McKesson HBOC (MCK) | | 05/25/1999 09:38:00 PM |
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My guess is that the chart you saw was referring to the Applied/Komatsu 50/50 j | Cymer (CYMI) | | 02/17/1999 08:51:00 PM |
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