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| Profile for Robert Sheldon |
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| Posts by Robert Sheldon |
| Message | Subject | Recs | Date/Time (ET) |
| *Could you ever see VARL being valued at anywhere from 50-80% of stocks like SD | Vari-L (VARL) | 02/25/2000 08:24:00 PM | |
| *Also, Bill Seidman (sp?) from CNBC, was talking about the deal with Nippon Cre | Softbank - Japanese Internet stock | 02/24/2000 08:30:00 PM | |
| Thanks for your input. :-) | Softbank - Japanese Internet stock | 02/24/2000 04:25:00 PM | |
| Thanks for your input - I think you are correct. | Global Crossing - GX (formerly GBLX) | 02/24/2000 03:57:00 PM | |
| OT Sorry for the OTs but, PRCM has come up here a few times . . . does anyo | Global Crossing - GX (formerly GBLX) | 02/24/2000 03:52:00 PM | |
| OT *Robert, It figures you'd be watching CSGS too. :^) My only worry here is | Global Crossing - GX (formerly GBLX) | 02/24/2000 03:47:00 PM | |
| The approach you are mentioning is taken care of by a company names CSG Systems | Global Crossing - GX (formerly GBLX) | 02/24/2000 03:41:00 PM | |
| *In such an environment, GBLX will be coining money even as they are franticall | Global Crossing - GX (formerly GBLX) | 02/24/2000 03:10:00 PM | |
| Thanks for that post, I missed the bolded section in my own read-through. S | Global Crossing - GX (formerly GBLX) | 02/24/2000 03:06:00 PM | |
| Why restrict the company to one provider of content? That makes no sense. Serio | Global Crossing - GX (formerly GBLX) | 02/24/2000 02:55:00 PM | |
| My holding company idea . . . please be aware I have a significant long positio | Softbank - Japanese Internet stock | 02/24/2000 02:50:00 PM | |
| I love it when a good plan starts to come together. | Artesyn Technologies (ATSN) | 02/23/2000 05:50:00 PM | |
| I have an OBLIGATION to some folks on a fiduciary level. I'll post tomorrow. I | Softbank - Japanese Internet stock | 02/23/2000 01:56:00 PM | |
| It sure is nice for them to begin the cheer leading . . . things are really sha | Artesyn Technologies (ATSN) | 02/23/2000 01:53:00 PM | |
| *don't forget ARCC has $350 million of cash as of Dec.31, 1999.* Plenty to b | ARCC | 02/23/2000 01:51:00 PM | |
| Allied Riser Communications Corp. is a facilities-based provider of broadband d | ARCC | 02/23/2000 03:07:00 AM | |
| There is one more Internet company not located in Japan, Hong Kong, or the US t | Softbank - Japanese Internet stock | 02/23/2000 01:56:00 AM | |
| or a fee only money manager at Schwab willing to break up the lot between his c | Softbank - Japanese Internet stock | 02/23/2000 01:53:00 AM | |
| *where's the rest of the capacity come from ??---* I think you just figured | Vari-L (VARL) | 02/23/2000 01:48:00 AM | |
| It is very interesting to note that all the financial acquisition stuff is occu | Global Crossing - GX (formerly GBLX) | 02/23/2000 01:45:00 AM | |
| *Pure speculation, totally unfounded, I know you hate rumors but thinking out l | Global Crossing - GX (formerly GBLX) | 02/23/2000 01:22:00 AM | |
| *As you noted, Robert, this is simply an opportunity to buy more. Let's make mo | Global Crossing - GX (formerly GBLX) | 02/22/2000 07:41:00 PM | |
| VRSA is a bit hard to value now . . . I've shifted over to ARCC. I feel VRSA is | VersaTel Telecom International NV-(VRSA) | 02/22/2000 07:40:00 PM | |
| thanks . . . the last mile sure is a lot "shorter" at 10 Mbps to 1 Gbps. | ARCC | 02/22/2000 07:37:00 PM | |
| Speaking with management earlier last year, they were fairly confident that NOI | Vari-L (VARL) | 02/22/2000 07:35:00 PM | |
| *Is ARCC the last-mile equivalent of GBLX?.* Ahhh, you summarized my thought | ARCC | 02/22/2000 07:14:00 PM | |
| *Yes, WAP is an interim solution, but how long is interim? 2 years, 3 years? WA | Vari-L (VARL) | 02/22/2000 03:16:00 PM | |
| *2) With Nokia, Ericcson, MOT all customers in the commercial infrastructure ma | Vari-L (VARL) | 02/22/2000 03:06:00 PM | |
| *The WAP industry forum web site, http://www.wapforum.org, has a FAQ that makes | Cree Inc. | 02/21/2000 07:29:00 PM | |
| *<<Regarding LVLT, we fully expect that AC-2 will be up and running by theend o | Global Crossing - GX (formerly GBLX) | 02/21/2000 06:14:00 PM | |
| You are welcome. | Cree Inc. | 02/21/2000 06:00:00 PM | |
| *I find it amazing that anyone who understands what GBLX is doing (i.e. buildin | Global Crossing - GX (formerly GBLX) | 02/21/2000 05:59:00 PM | |
| A little off topic, but I felt it necessary since a number of you are exposed t | Vari-L (VARL) | 02/21/2000 04:10:00 PM | |
| More WAP obsolence stuff . . . looks like I am gaining some allies: Irwin Ja | Cree Inc. | 02/21/2000 04:04:00 PM | |
| Hi pass pass nice to see you here too. | ARCC | 02/21/2000 01:22:00 PM | |
| *Does this news release have any effect on Vari-L? http://biz.yahoo.com/bw/000 | Vari-L (VARL) | 02/21/2000 01:21:00 PM | |
| The earnings are nice but the valuation is certainly scary. :-) | Vari-L (VARL) | 02/18/2000 03:19:00 PM | |
| Did anyone pick up on this or was I asleep? http://206.132.184.108/pressreleas | Global Crossing - GX (formerly GBLX) | 02/17/2000 08:17:00 PM | |
| *It seems technology risk was the topic of the day. Did you see the reaction SA | Vari-L (VARL) | 02/17/2000 08:02:00 PM | |
| Interesting Misconception about availability of bandwidth for small and mid-siz | ARCC | 02/17/2000 06:04:00 PM | |
| *Do you have any information as to what the long-term deal is with the building | ARCC | 02/17/2000 11:40:00 AM | |
| the random walk is bunk. | Cree Inc. | 02/17/2000 10:12:00 AM | |
| My Allied Riser post can be found at: http://talk.techstocks.com/~wsapi/invest | Global Crossing - GX (formerly GBLX) | 02/17/2000 09:39:00 AM | |
| Big Disclaimer: The following is text derived from Analyst's Jim Creamer's ARC | ARCC | 02/17/2000 09:38:00 AM | |
| *Robert, what is the connection between CREE's products and WAP stocks? I need | Cree Inc. | 02/16/2000 08:03:00 PM | |
| *I guess it's hard to determine * I agree . . . I thought I'd throw in my tw | Cree Inc. | 02/16/2000 05:50:00 PM | |
| Thank you. | Softbank - Japanese Internet stock | 02/16/2000 05:39:00 PM | |
| *Take a look at QCOM's end of 1999 run. QCOM released a so-so earnings report, | Cree Inc. | 02/16/2000 05:03:00 PM | |
| Regarding the analyst report which mentiones the handset screens, I do not thin | Cree Inc. | 02/16/2000 04:54:00 PM | |
| I'm surprised at you. Negative rumors are fine so long as I know they *are fals | Vari-L (VARL) | 02/16/2000 04:50:00 PM |
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