The Black Box

[wahz]

I still haven't listened to the call....this am I had time but I was too disgusted...I am disgusted that I didn't sell the trading shares before the call. I note that the service revenues are smoothing out, even while products are lumpy as hell. Service rev should be about 50% higher in a year and that is going to smooth things out a great deal and the street will like that. Bottom line: without undisputed wins at a tier one landline telecom, and it will probably have to be VZ, this thing just won't catch on...aol, time warner telecom japan, google, cingular, on and on...just hasn't mattered....they need smooth growing revenues, and big wins in tier ones, and right now, no one can see it, including me...although I do think it is nearly certain to happen