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To: M. Frank Greiffenstein who wrote (69)10/29/1998 7:31:00 AM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 15615
 
M. Frank and Don, I listened to the CC replay, and I was impressed with the level of confidence these folks demonstrate. Aside from the impressive numbers they posted one could tell they're sitting on a robust future by just listening to the way they answered the analysts' questions. I especially liked the way they refused to do the nit-pick breakdown disclosures which would have distinguished back haul costs to those of point to point, which would have been left to too much speculation and further drill down. They seemed to have their act together.

Just a humanistic observation... from someone who has been involved in the submarine cable crossing business before. Make that a long time ago, before...[g]

Frank C.