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Re: NWs notes

By: Cactus Flower in ALEA | Recommend this post (0)
Wed, 15 Aug 12 3:47 AM | 69 view(s)
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Msg. 09343 of 54959
(This msg. is a reply to 09340 by DigSpace)

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Neither of them are huge. But the EU has seemed to exhibit some energy and a willingness to disseminate a message.

If Wave is claiming NA is doing better than the EU from within the safe harbour, then they should be prepared to release geographical segment information to demonstrate it.

But if they do so, that would breach the omerta. For God's sake don't let the shareholders know what's going on.


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The above is a reply to the following message:
NWs notes
By: DigSpace
in ALEA
Tue, 14 Aug 12 9:12 PM
Msg. 09340 of 54959

#msg-742469

NWs stuff is always fun to read and seems to follow itself which is refreshing (the things said today bear relation to those things said 3 or 6 months ago and so on) ...

and increasingly one thing is starting to stand out (and I spose simply because of sources) ...

but is NA selling anything?

SKS said NA much bigger than EU

GM NA

BASF EU
PwC EU
BP EU
NWs notes EU

Obviously one can forever continue to hope+pray that the WEM mega pilots will amount to something (The gov and the big DIB).

Speaking of which where is WEM? and Where is ERAS 2.9 or whatever it is?



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