Dear James:
I am sure you are very smart and talented. However,
you seem to have missed entirely the purpose of forums
such as SI. The main idea here is that we all
contribute different skills to the discussion. By
doing so, we may stand a chance to outperform investment
professionals. Thanks to Steve Bowen and SteveG, I
have learnt a lot about the business side of fixed
wireless CLECs. If you go over their posts of the
last few months, their predictions about WCII,
ARTT and TGNT have been far more accurate than
yours and mine. I was originally lukewarm towards WCII
because I did not like their point to point
system. My opinion on WCII has changed, but I
still think that ARTT/TGNT have run a little bit too
far ahead of their fundamentals. Concerning WNP,
we both agree it will do well, except that it
is not WCII's lunch it will eat, but the RBOCs.
In essence, what I am trying to say is that SI
members tend to be a highly educated and friendly
bunch. If you treat them nicely, they will help
you in return.
Best regards,
Bernard Levy |
