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AOL In A Catch-22…

While AOL tries to find its own ass in the dark, mired in politicking and various other encumbrances, Microsoft and Yahoo are out partnering with RBOCs to get DSL locked and loaded into their service offerings. RBOCs are starting to realize that they can’t drive...

How Enron Mastered Creative Financing..

http://www.guardian.co.uk/g2/story/0,3604,830137,00.html Handy Andy When Enron needed cash, the company’s chief financial officer had just the answer: a web of companies that would keep the firm’s liabilities off its books – and make him rich. In the...

Let Them Die…

Interesting thesis: Let Them Die. The authors of the letter (careful, some are on this mailing list) advocate that the FCC (and, I guess, the SEC as well) not attempt to intervene with natural business cycles and to let the telecom companies die, go into bankruptcy,...

On Shorting The Microprocessor Business

In the mid- to late- nineties, as we all know, incumbents and competitors built millions of miles of redundant fiber optic cable, thinking that the opportunities to transit data and voice traffic would represent huge growth in the industry. But one thing seized up:...

Internet Telephony Taking Off?

http://story.news.yahoo.com/news?tmpl=story2&ncid12&e&u=/nm/ 20020928/wr_nm/column_pluggedin_dc&sid•573503 Consumers See Deals in Internet Calling Sat Sep 28, 3:44 PM ET By Eric Auchard NEW YORK (Reuters) – Telephone calling via the...