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#	AUTHOR DATE SUBJECT
5	member 8/01/06 4:40PM RE: Spectrum
Cross- Interesting, thanks for the details. So not overly material to your near term AT thesis. From a long term competitive perspective on the wireless space, if the satellite and cable companies come on strong with attempts... login to read the rest view available tags
2	member 8/01/06 10:27AM Thanks for the idea. It seems
Thanks for the idea. It seems that the strongest part of your case is the pressure on the stock from the buyback, plus the potential to be acquired. On valuation, it is at the level... login to read the rest view available tags
1	member 8/01/06 9:45AM Spectrum Auction
Thanks for the write up- interesting idea. I'm confused about the relative importance of the huge spectrum auction happening in a couple weeks to the wireless thesis. Do you have any thoughts on the impact of... login to read the rest view available tags