| Message | Subject | Recs | Date/Time (ET) |
| Addi:
I am afraid your VC comments are way off the mark.
You apparently don' | BROADCOM (BRCM) | | 08/21/2002 02:22:25 AM |
| When interviewed a few years ago, the person managing Harvard's
money was asked | Intel Corporation (INTC) | | 02/04/2002 12:47:29 PM |
| The good news is that Moren is not fleeing to Beijing. | Loral Space & Communications | | 01/28/2002 02:47:33 PM |
| All these theoretical considerations on the capacity of a single fiber are worth | George Gilder - Forbes ASAP | | 06/28/2001 08:09:20 PM |
| Hi Ray:
The gender is wrong in your quote. It should be
``Le plus ca chang | LAST MILE TECHNOLOGIES - Let's Discuss T | | 06/20/2001 04:22:51 PM |
| Hi Raymond:
Wrt LMDS CLECs: they *never* targeted consumer markets,
so it is | LAST MILE TECHNOLOGIES - Let's Discuss T | | 06/19/2001 01:41:51 PM |
| The ``big providers stealthily building the infrastructure.''
This must mean FO | Broadband Wireless Access [WCII, NXLK, W | | 06/12/2001 02:14:23 AM |
| I would like some of what these analysts are smoking.
Who will offer all those | Broadband Wireless Access [WCII, NXLK, W | | 06/11/2001 06:35:41 PM |
| I guess CUBE is officially dead as of today. In some sense
CUBE was the Red Sox | C-Cube | | 06/11/2001 02:16:04 PM |
| ALA sold its *DSL* modem business, not its cable modem business. | 3Com Corporation (COMS) | | 06/11/2001 12:22:15 PM |
| Didn't CSCO also say during is CC that it was abandoning
the DSL market? | GSPN - DSL Chip maker IPO coming soon; | | 05/14/2001 12:43:25 PM |
| CUBE still lives. Only 86% of the CUBE shares were tendered (LSI
needed 90% to | C-Cube | | 05/11/2001 05:50:40 PM |
| And perhaps in 2030, LOR will be getting ready to challenge its $33 all time
hi | Loral Space & Communications | | 05/08/2001 02:38:27 PM |
| Here's the deal:
If more than 90% of all shares are tendered, then LSI
can u | C-Cube | | 05/06/2001 07:38:45 PM |
| Unemployment in France was about 2% in the early 60s. The govt take
of GDP was | PRESIDENT GEORGE W. BUSH | | 05/01/2001 09:53:33 PM |
| Hi Trans:
Yes, TGNT has 2 weeks, but after firing Mandl, the odds facing the | Broadband Wireless Access [WCII, NXLK, W | | 05/01/2001 01:49:18 PM |
| Well, Alex Mandl and TGNT bite the dust. XOXO is the only
survivor (thus far) a | Broadband Wireless Access [WCII, NXLK, W | | 05/01/2001 12:42:58 PM |
| Hi Dave:
Except for teenagers who watches movies by going
to theaters? Add v | The *NEW* Frank Coluccio Technology Foru | | 05/01/2001 01:42:41 AM |
| It also means that Nicholas is not expecting that BRCM's stock price
will rise | BROADCOM (BRCM) | | 04/27/2001 02:28:43 PM |
| That ``wannabe'' is killing the BreadCrumb in GigE. | BROADCOM (BRCM) | | 04/25/2001 10:06:20 PM |
| Hi Don:
There were so many policy mistakes it is difficult to know where to s | Gray Davis-- Governor Moonbeam the Secon | | 04/25/2001 06:59:19 PM |
| Hi Mike:
What NTRO, CRNT and TNSI need is someone to take over the assets of | Stratex Networks, Inc. (STXN) | | 04/25/2001 12:32:53 PM |
| Hi Rob:
Based on listening to STXN's CC last night and CRNT's the night befor | Stratex Networks, Inc. (STXN) | | 04/25/2001 11:57:40 AM |
| Hello Don:
Sorry for neglecting this thread. If you are old enough to recall | Gray Davis-- Governor Moonbeam the Secon | | 04/24/2001 09:21:26 PM |
| Interesting. So now STXN has a full portfolio of investments
in BBFW startups b | Stratex Networks, Inc. (STXN) | | 04/23/2001 01:21:31 PM |
| I think that I have always been consistent:
a) BRCM is a chip company like al | BROADCOM (BRCM) | | 04/19/2001 02:17:51 PM |
| His tactic this time was to bore the hell out of his audience
and to kind of gi | BROADCOM (BRCM) | | 04/19/2001 01:10:46 PM |
| Actually, the CC yesterday was not very promising for the next 6 months
with a | BROADCOM (BRCM) | | 04/19/2001 12:26:51 PM |
| Hi Peter:
Re. ``shades of Cellular Vision.'' Well, the
irony of it all is th | LAST MILE TECHNOLOGIES - Let's Discuss T | | 04/19/2001 02:06:16 AM |
| You are just witnessing the commoditization
of all of BRCM's markets. MRVL has | BROADCOM (BRCM) | | 04/18/2001 01:30:39 AM |
| GG's admission of problems with the way he marketed
his newsletter shows some c | George Gilder - Forbes ASAP | | 04/17/2001 02:01:58 PM |
| Hi Mike:
It sounds like Innowave, ECI's BBFW subsidiary
is getting ready to | LAST MILE TECHNOLOGIES - Let's Discuss T | | 04/17/2001 01:10:35 AM |
| Hi Limtex:
Winstar's business case has not changed much, but in the telecom w | Winstar Comm. (WCII) | | 04/16/2001 03:31:36 PM |
| Hello Frank:
This is not as exciting as broom size
and proper broom stroking | The *NEW* Frank Coluccio Technology Foru | | 04/16/2001 12:52:08 AM |
| Hi Dan:
Gilder's thoughts on nanotechnology were at the top level and did not | George Gilder - Forbes ASAP | | 04/11/2001 08:31:59 PM |
| Actually, I think GG is on much firmer ground when he discusses
economics, whic | George Gilder - Forbes ASAP | | 04/11/2001 06:38:48 PM |
| Dub, gauguin and others:
WCII will need to restructure, and the only way to i | Winstar Comm. (WCII) | | 04/11/2001 06:31:53 PM |
| Soon, Gray Davis, John Burton and their ilk will be flying in former
Soviet bur | Gray Davis-- Governor Moonbeam the Secon | | 04/09/2001 08:28:20 PM |
| Want to know why Globalstar and Iridium were
such abject failures? Jerry Brown | Loral Space & Communications | | 04/08/2001 10:33:52 PM |
| If Iridium and Globalstar investors had known
that the business plans for these | Gray Davis-- Governor Moonbeam the Secon | | 04/08/2001 10:28:08 PM |
| Maybe Gilder went into hiding-- look at the chart below:
http://www.siliconin | George Gilder - Forbes ASAP | | 04/08/2001 04:26:43 PM |
| Hi Rob:
The January 3rd surprise rate cut by the fed was probably
decided du | Stratex Networks, Inc. (STXN) | | 04/08/2001 03:44:04 PM |
| To all Gray Davis bashers and other critics. I started a new thread:
http://w | The California Energy Crisis - Informati | | 04/07/2001 08:19:29 PM |
| So, elmat, you are planning to start a new advertisement campaign with
a catchy | LAST MILE TECHNOLOGIES - Let's Discuss T | | 04/07/2001 02:20:22 PM |
| They cooked the books, Orbcomm went BK, their govt
business carries low margins | Orbital science (ORB) | | 04/06/2001 08:36:42 PM |
| Wouldn't STXN benefit if some of its competitors go under?
PCOM must be incredi | Stratex Networks, Inc. (STXN) | | 04/04/2001 10:43:30 PM |
| Hi Peter:
With the number you quote, I am surprised DOD is not trying to
go | LAST MILE TECHNOLOGIES - Let's Discuss T | | 04/04/2001 10:38:43 PM |
| Hi limtex:
It's not only LU that will need to be involved in a recapitalizati | Winstar Comm. (WCII) | | 04/04/2001 08:37:05 PM |
| Hi Pamela:
At this stage, probably hangman's noose. WCII was and is a fine co | Winstar Comm. (WCII) | | 04/04/2001 04:56:11 PM |
| The irony of the current situation is that at the current STXN valuation, NTRO c | Stratex Networks, Inc. (STXN) | | 04/04/2001 02:26:54 PM |
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