Subject: FW: Catch up call
From: "Neil Callahan" <[email-masked]>
To: "'Hunter Biden'" <[email-masked]>, "'Devon Archer'" <[email-masked]>
Date: Thu, 9 Dec 2010 10:18:36 -0500

8 days lead time is very substantial (see below).  This could be something.

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Neil Callahan
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-----Original Message-----
From: Curt Hastings [mailto:[email-masked]] 
Sent: Wednesday, December 08, 2010 9:48 PM
To: [email-masked]
Cc: Devon Archer
Subject: Re: Catch up call

Hey Neil,

I could do a call tomorrow.  Have 2 PM blocked out as usual but another time
could work.

I reran the deck for Aus but haven't done any "hard" analysis, however, two
quick points of interest

* We could have anticipated rising salience of the broadband network issue
about 8 days prior to the market.  See charts below.

* Other issues got reset as a result of this deal (and, possibly, the
Australian Parliament going on summer recess) -- this is consistent with
game theoretic analysis of the various possible trades among the coalitions.

Curt

CHART 1: Unweighted mentions of the NBN in Australian news feed (this is
roughly what other players would get from doing trends analysis on the news
feed).