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To: carranza2 who wrote (1235)11/2/2007 12:57:03 PM
From: John Hayman  Read Replies (1) | Respond to of 1575
 
Yes, but remember that it's earnings time!!

More than a few companies are getting 25-30% haircuts for missing.

John
go sons



To: carranza2 who wrote (1235)11/3/2007 9:50:40 AM
From: Cooters  Read Replies (2) | Respond to of 1575
 
This is what we have been waiting for, Tier1 access, and displacing a non-performing vendor is even better. The numbers CSFB gives are very low and would indicate a more limited involvement initially, an expanded involvement is a $500M-$1B opportunity.