(From H&Q), saw the Innova presentation, don't know if this was
posted:
<A> Innova Signs a Two Year Agreement with Winstar Wireless, Inc. And Announces XP2 PicoLink Product Launch
biz.yahoo.com
I see they posted the LM piece (Reagan seemed surprisingly receptive), there were also formal (positive) comments from Jefferies. Nothing printed out of SASB, NBMO, LEH,or CSFB yet, though Vogel views this as a positive.
Fwiw, MS/Comfort had been internally taking credit for the recent CLEC downturn, in specific WCII. Interestingly, I understand that she hadn't spoken to WCII in many months... (at THIS point, I doubt she WILL be either)
Off to lunch talk with Larry Summers
l8r
[Cathy, when you get a chance, try to post the Jeffery comments] |
