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To: D. K. G. who wrote (10672)3/11/2001 12:25:10 PM
From: Frank A. Coluccio  Respond to of 12823
 
Hi Denis, don't have much time right now to digest this, but I did a little litmus test that I find useful at times, by checking how many times certain words occur in an article. In this "precursive" treatment I found:

Fiber = 0
Photonic = 0
Utility (as in power company) = 0
Tauzin = 1
Wireless = 2
DSL = 6
CLEC = 6
Act (as in of '96) = 10
Cable (as in Cable TV) = 21

And from going through it rather quickly, it appears to be more retrospective (20/20 h.s., and there is an awful lot of that going on these days, which was and is predictable) than precursive. FWIW.

FAC



To: D. K. G. who wrote (10672)3/13/2001 4:15:04 PM
From: Raymond Duray  Read Replies (1) | Respond to of 12823
 
Past is Prologue, Precursor to a Curse ~ Wishing for a de novo Chinese posture

Hi Denis,

Thanks for posting the precursor article. The brief commentary at the end of the piece regarding China reminded me of this Red Herring article:

redherring.com

<snip>"In China, nothing's a done deal until you've actually made your money and left," complains Douglas MacLellan. The American private financier says he lost millions of dollars he invested in China Unicom (Nasdaq: CHU), the country's second largest telecommunications concern, <end snip>

Of course, Mr. Winn will perhaps have a lot to say about how RH's concerns are ill-founded and that it is a bash piece. I'm bashful myself, but not shy about suggesting that the Chinese view the situation quite differently from the typical bull!$# tech investor around these parts....

BWDIK? Ray :)