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#	AUTHOR DATE SUBJECT
6	member 6/06/16 6:00PM Re: Re: Early stages still 5
I believe it's Lakewood capital not Lakeview. And that quote was from their 2015 annual letter written 1-25-16. Interestingly, they didn't indicate they were still short DY when they wrote their 1Q16 letter. In terms of what they... login to read the rest view available tags
3	member 6/02/16 9:56PM Early stages still
I saw this artcile and thought I should share it. http://www.lightreading.com/gigabit/fttx/atandt-preps-for-big-fiber-build-/a/d-id/723695 Its never bad when your largest customer 23% of sales or so - uses the term hockey sticking to describe their buildout. While I have commented... login to read the rest view available tags
1	member 10/01/13 7:15AM DY's largest customer getting aggressive
In today's WSJ article, it talks about AT&T's response to Google Fiber in Austin, TX. It is competition that will drive a greater buildout of cable/fiber telecom infrastructure driven by the consumer's desire for increased... login to read the rest view available tags