| Message | Subject | Recs | Date/Time (ET) |
| The access charge criterion is important to Level 3 as it permits them to pay a | The *NEW* Frank Coluccio Technology Foru | | 06/15/2006 10:44:49 AM |
| Re the 4'000 buildings,
from Level 3's pov I believe the main criterion is th | The *NEW* Frank Coluccio Technology Foru | | 06/14/2006 05:32:32 PM |
| Frank,
thanks a lot. I only know that Level 3 does not have enough cash to p | The *NEW* Frank Coluccio Technology Foru | | 06/14/2006 03:58:26 PM |
| Frank,
"A significant number of these depend either entirely or in part on t | The *NEW* Frank Coluccio Technology Foru | | 06/14/2006 02:36:53 PM |
| Frank, whom would you subsume under incumbents? Sorry for the question, but I re | The *NEW* Frank Coluccio Technology Foru | | 06/14/2006 01:40:45 PM |
| Can AboveNet be next?
seems you could have been spot on? LR claims it may be | The *NEW* Frank Coluccio Technology Foru | | 06/14/2006 08:40:58 AM |
| <i> if all these people live in bubble markets, why aren't they selling.</i>
| The Epic American Credit and Bond Bubble | | 06/04/2005 10:16:52 AM |
| Buffett seems to think rates will go up:
<i>NEW YORK (Dow Jones)--The investm | The Epic American Credit and Bond Bubble | | 01/04/2005 01:42:01 PM |
| Thanks, Frank, for your detailed response.
<i>I recently spoke with a VC frie | The *NEW* Frank Coluccio Technology Foru | | 01/03/2005 05:50:30 AM |
| Hi Frank,
<i>Can a lambda assembly, then, be regarded as a form of real prope | The *NEW* Frank Coluccio Technology Foru | | 12/30/2004 08:33:53 AM |
| LVLT/FT: The accounting stuff is really of little relevance here, I believe. In | The *NEW* Frank Coluccio Technology Foru | | 12/29/2004 04:58:48 PM |
| Happy Holidays for IB's.
From the FT:
http://news.ft.com/cms/s/3835904a-54 | The Epic American Credit and Bond Bubble | | 12/24/2004 08:52:17 AM |
| deleted | The Epic American Credit and Bond Bubble | | 09/08/2004 04:53:03 AM |
| What makes H.I. so special for you? Is it mainly the fishing? | The Residential Real Estate Crash Index | | 09/07/2004 04:46:08 PM |
| did you sell because of the price appreciation or for other reasons? tia
not | The Residential Real Estate Crash Index | | 09/07/2004 04:33:28 PM |
| Do you rent your properties year round or just in season?
What is the rent fo | The Residential Real Estate Crash Index | | 09/07/2004 04:20:33 PM |
| the LIFFE introduced a RE contract based on London property prices several years | The Epic American Credit and Bond Bubble | | 09/05/2004 09:56:55 AM |
| could be stronger than expected US jobs report combined with less than expected | The Epic American Credit and Bond Bubble | | 09/05/2004 09:51:12 AM |
| Great link.
Explains why Buffett and Leucadia are so interested in buying NG | The Epic American Credit and Bond Bubble | | 08/18/2004 04:12:01 AM |
| <i>But what I don't get is that people are now spending over two bucks a gallon | The Epic American Credit and Bond Bubble | | 05/27/2004 09:59:10 AM |
| 3G call pricing strategies:
From today's FT:
http://news.ft.com/servlet/Co | 3G Wireless: Coming Soon or Here Now? | | 03/31/2004 09:28:22 AM |
| Hi Peter,
I apologize for using the words "local loop" and potentially not un | The *NEW* Frank Coluccio Technology Foru | | 12/05/2003 10:13:34 AM |
| Hi Peter, are there any <b> conservative </b> forecasts on what market share of | The *NEW* Frank Coluccio Technology Foru | | 12/04/2003 07:10:43 AM |
| Arguments re GPRS and EDGE vs. 3G
http://www.siliconinvestor.com/stocktalk/ms | Nokia Corp. (NOK) | | 07/03/2003 08:26:14 AM |
| Heated exchanges re GPRS and EDGE vs. 3G
http://www.telecoms-mag.com/default. | Qualcomm Incorporated (QCOM) | | 07/03/2003 08:21:35 AM |
| "horrible latency problems" of GPRS and how it "kills applications like SAP".
| Qualcomm Incorporated (QCOM) | | 07/03/2003 08:13:06 AM |
| More than a pipe dream
http://www.telecoms-mag.com/default.asp?journalid=2&f | Nokia Corp. (NOK) | | 07/03/2003 08:10:07 AM |
| Germany is larger than UK and Italy, you have to take this into account.
To w | Qualcomm Incorporated (QCOM) | | 06/11/2003 10:27:30 AM |
| "Hutchison Italy has some how managed to attract 100,000 subs with the same hand | Qualcomm Incorporated (QCOM) | | 06/11/2003 06:33:40 AM |
| CARRIERS FILL OUT THE NATION WITH FIBER
http://industryclick.com/magazinearti | LAST MILE TECHNOLOGIES - Let's Discuss T | | 04/09/2003 07:25:34 AM |
| <i>If you look on the Looking Glass Webpage, the CFO is mysteriously missing fro | The *NEW* Frank Coluccio Technology Foru | | 04/08/2003 08:49:54 AM |
| Vodafone sets date for UK 3G launch
http://news.ft.com/servlet/ContentServer? | Nokia Corp. (NOK) | | 03/27/2003 04:36:33 AM |
| The long road to 3G
snippet:
<i> But, if you remember, it was the operato | Nokia Corp. (NOK) | | 03/04/2003 10:50:51 AM |
| From CAKE's latest 10 Q (quarter ending Oct 1, 2002):
The $24.3 million incre | E-Wave and TA Workspace | | 02/19/2003 11:05:46 AM |
| Agree that 200- 300 stores seems to be their US potential.
Have you followed | E-Wave and TA Workspace | | 02/19/2003 10:54:12 AM |
| mm re CAKE "but growth potential is MASSIVE"
do you foresee potential problem | E-Wave and TA Workspace | | 02/19/2003 10:30:59 AM |
| At Lehman, the Case of the Buried Stock Ratings
From today's NYT
http://ww | CLOWN-FREE ZONE... sorry, no clowns allo | | 02/17/2003 10:39:43 AM |
| Ian, Cor thanks very much.
I greatly appreciate your insights.
<i> JEDEC h | Rambus (RMBS) - Eagle or Penguin | | 02/12/2003 04:16:32 PM |
| Highly interesting,
Are you saying that it is conceivable in the medium term | Rambus (RMBS) - Eagle or Penguin | | 02/12/2003 01:34:54 PM |
| Ian,
thanks for your informative and balanced opinion.
Based on your expe | Rambus (RMBS) - Eagle or Penguin | | 02/12/2003 12:48:04 PM |
| Darfot, OT <i>yeah, but think of all the exciting press releases QCOM can get ou | Qualcomm Incorporated (QCOM) | | 02/11/2003 04:25:53 AM |
| JD Canuck - tax question
"It must be remembered that there are no costs to th | Rambus (RMBS) - Eagle or Penguin | | 02/03/2003 06:49:05 AM |
| WEF Davos on Asset Bubbles
Addressing the Bubble in Asset Prices
snippet:
| CLOWN-FREE ZONE... sorry, no clowns allo | | 01/27/2003 07:11:19 AM |
| Grahame Lynch: "What they remember"
snippet:
<There's evidence of a wirele | The *NEW* Frank Coluccio Technology Foru | | 01/27/2003 07:03:34 AM |
| Sprint Spurns MPLS for Global VPNs
http://www.lightreading.com/document.asp?s | The *NEW* Frank Coluccio Technology Foru | | 12/20/2002 09:19:17 AM |
| VoIP's excellent adventure
snippet:
<i>Question: What are three things y | The *NEW* Frank Coluccio Technology Foru | | 12/17/2002 05:15:57 AM |
| "Session Aware Networking Architecture" by Acme Packet
I have recently stumbl | The *NEW* Frank Coluccio Technology Foru | | 12/11/2002 07:07:21 AM |
| Leon Levy Says Sell on Strength
snippet:
<i>If power is destined to shift | CLOWN-FREE ZONE... sorry, no clowns allo | | 12/05/2002 07:03:30 AM |
| as everybody cleans out dogs for year end dress up some try to be early and do i | CLOWN-FREE ZONE... sorry, no clowns allo | | 12/04/2002 10:06:41 AM |
| Frank, thxs for the MPLS heads-up
At the very end of the article Nolle seems | The *NEW* Frank Coluccio Technology Foru | | 12/02/2002 12:53:06 PM |
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