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joeweinman

  1. Happy Thanksgiving everyone
  2. @samj @swardley what a coincidence that they all happen to blog for ulitzer? i mean, what are the odds? :-)
  3. @samj @swardley Ulitzer PR Announces List of Top 30 Ulitzer Bloggers
  4. nice redesign of gigaom.com
  5. Daniel Gross in Newsweek on economic recovery: "Before things get better, they have to get worse more slowly."
  6. tweeting while doing a preso / panel in Amsterdam. Moderator just pointed out that "CaaS" means "cheese" in Dutch.
  7. r @bernardgolden right...takes industry structure and investment issues into a whole new dimension: import-export flows
  8. r @bernardgolden sorry, i missed the reference...was there a URL?
  9. Carolien Nijhuis, KPN: "average monthly traffic to a household is 11.4 gigabytes / month"
  10. Peberau: "dilemma is that French domestic capacity investment is not being recaptured because ad $$ are captured in US"
  11. Alex Peberau, EVP Orange: "Broadband tt Home big growth area domestically (France), but CDNs are key rev growth opp globally"
  12. Cuatrecasas: "Profit growth requires 'sweating the assets'"
  13. Lazard: "therefore, IPOs / listings likely to increase in 1Q10"
  14. Lazard Capital: "no credit available from banks, limited private equity, so equity capital often only option"
  15. Cuatrecasas: "not many opportunities for pure telco wholesalers to raise capital without looking to value-added svcs such as the cloud"
  16. Cuatrecasas: "otherwise companies with, say, $20B in cash are destroying shareholder value"
  17. Cuatrecasas of Alegro Capital "when interest rates stay low for a while, M&A activity picks up"
  18. at Capacity Europe conference
  19. Heading to Amsterdam in a few hours to speak at Capacity Europe
  20. r @randybias - thanks for stirring the pot...missed you at today's sessions