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To: Valueman who wrote (15630)8/12/2000 7:39:36 AM
From: BobRealEstate  Read Replies (2) | Respond to of 29987
 
Touchy, touchy, touchy. Wow. For being such a professional, you seem awful sensitive.

I have never said Valueman's points don't have some sort of validity, but SEEKING THE ANSWERS in lieu of simply ranting about how such and such will BK the co. is ludicrous. Completely. As Valueman has stated elsewhere if, in fact, a minute of broadband take up 96kps of rate versus 3 for voice, the 7B of usable minutes equals 210MM +/- of data. At $.47 cents that's nearly $100MM of recurring revenue clicking away at a torrid pace. Ka ching Ka ching.

Now if Valueman's assumptions of 96kps are wrong then these calculations don't mean anything, of course. Then I used his wrong data to come up with my conclusion. Am I an engineer? No, I am a trader, but if someone as smart as Valueman has come up with this comparison of voice versus data, I would figure he knows what he is talking about. But then again, maybe not. If he is in LOR this early being painted with the "WRONG" brush must not be all that unfamiliar. He's simply cranky 'cause LOR won't dump G* just yet and give his fund that little two point LOR pop.

And Valueman, you and I know how comfortable you are with Yahoo's boards.

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See you!