[Vinnie]
Talk of Vinnie is top secret @ the jets facility ... lid is on tighter than ever according to NY reporters.
Funny thing about Bledsoe-Bishop: Seems Bledsoe's brother is also a Q-back and his backup is also a Bishop ... How ironic!
Re the 2 wins: Now you know why the Offensive line as been able to give Drew more time to pass <GGG>
Re DSL and talk of money drying up: fool.com
>> So, we think the ILECs will be acquiring or consolidating with the CLECs -- buying the CLECs in order to form these separate data affiliates. And a good example of that is the recent Verizon/NorthPoint Communications (Nasdaq: NPNT) deal, which I think is just the tip of the iceberg. I think we're going to see a lot more of this consolidation take place, and that's a great opportunity for Copper Mountain because it immediately gives us the out-of-region business for ILECs, and the opportunity to compete much more vigorously for the in-region business as one of the main vendors of an ILEC. <<
>> Nevertheless, ADC is down about 6% to $27 as of mid-day, probably in part because it is a major re-seller of Carrier Access' products. For its part, Copper Mountain's CEO told The Wall Street Journal last week that he was "comfortable" with the company's revenue and earnings estimates for the third quarter. <<
ADI, EFNT and VRTA (DSL Components) all had great moves today ... as Rick says, just waiting for some trickle down to WSTL, DSLN, CMTN, COVD, ETC.
Luck, NEPF |
