[chat]
Pigboy --
I wish I could take credit for TI's rise. Unfortunately, if you get credit for ups, you have to take blame for downs. No fun. I'm not sure what's going on, but I'm guessing lots of enlightenment re DSPs versus traditional silicon. TI is well positioned for the digital bandwidth revolution and here at ComNet you can't walk 5 feet without seeing or hearing about it. From Benhamou to Seidenberg to yesterday's Town Meeting with James Cullen, CEO of BA's Telecommunication's division, Eugene Kibbelman, Consumer Advocacy Group, Joel Klein, Ass't Attorney General DOJ, Susan Ness, FCC Commissioner, Steve Radner, Investment Banker (I didn't catch which house), and Michael Salsbury, General Counsel, MCI, the buzz was Internet, bandwidth, and competition in the local market.
The best exchanges were between MCI's Salsbury and BA's Cullen. After Salsbury chided BA for processing unbundling requests but not hooking them up, Cullen replied, "I feel like I'm at a Rolling Stones concert. Mick Jagger's singing the same song over and over and over. . ." Ness was the political pro --- reiterating that any deregulation process takes time and for everyone to be patient. Hmmmm. . . you can imagine how well that went over. Kibbelman nearly burst an artery.
I talked to Salsbury afterwards and learned --- almost as an aside --- that in Iowa where DSL's been installed through the power companies, TCI's lost all its business. He also said MCI's annual shareholder's meeting will be held in Iowa on March 11 to showcase their success --- news worth the entire show.
Three cheers for MCI!
More as I get it ---
Pat |
