After listening to Tim's Cowen presentation I was duly impressed with what he had to say and with his vision for GTE. My concern is, how many of what he seemed to speak of as already up and running projects are, in fact, yet to be implemented? It seems to me as though the lines between reality and the vision are sometimes blurred. If you were to ask me for specifics I'm not sure I could give examples, but it seems we know so little about the actual working products, cards, and services being offered by GTE, and the revenues they are generating, as so much attention is paid to what may someday be (i.e. the Strat., etc.) I think sometimes Tim speaks of them as one in the same.
I know the company is evolving and has the potential to do great things, but after 1 1/2 years I'm still not sure I can differentiate between what is real and what is proposed or envisioned for the future. I hope the next few weeks can clear some of this up.
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