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To: gdichaz who wrote (3229)6/28/1999 10:05:00 AM
From: Uncle Frank  Respond to of 54805
 
Good try, Cha2. We're lucky that Mr.Fun stops by once in a while to give us his analysis of the telecom market. I ran into him on the Cisco thread last year, and he's simply terrific. But his time is limited (I think he's a fund manager), and it's tough to get him to respond to specific questions.

Regarding his endorsement of Frank Collucio, wow! I doubt that Mr.Fun commented lightly when he said Frank is the single best informed person on all of SI as far as I can tell, so I also urge everyone to read each and every post Frank has ever made. Since Frank's posts are pretty lengthy, that's the equivalent of asking us to read War and Peace, but you can bet I'll carefully review every post he's made on G&K.

The talent we've accumulated on this thread is simply amazing.

Frank

btw, I think Mr.Fun may have given us an off the cuff comment on Q. I doubt that he has taken the impact of the sale of the infrastructure division into consideration, and he may not be aware of new cdma patents that will extend the ipr period. jmho.