EricksList: Jan, 2000<br><br>
These posts can be found on <A href="http://www.siliconinvestor.com/subject.aspx?subjectid=25851">Gorilla and King Portfolio Candidates</A> thread<br><br>
Please help me out. Posts that begin with the stock symbol followed by a *short* description of the post will receive special attention from your humble editor <VBG>.<br>
<br>Please PM me with suggestions, important posts you think I left out, etc.
<br>
Note that clicking on the message number should bring up the indicated post in a new browser window, right over on the G&K thread.
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<table>
<caption>EricksList ordering: Company sub message#
<br>****************************************************************</caption>
<col width="10%">
<col width="20%">
<col width="10%">
<col width="*">
<th align=left>Msg #</th>
<th align=left>Author</th>
<th align=left>Symbol</th>
<th align=left>Note</th>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12638421"TARGET=EricksList>15840</a></td>
<td>Triffin</td>
<td>BLDP</td>
<td>Fuel cell builders/suppliers. Tornado 2+ years away.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12651139"TARGET=EricksList>16044</a></td>
<td>FLSTF97</td>
<td>BLDP</td>
<td>Fuel cells an immature industry, Tornado 10 years off.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12526750"TARGET=EricksList>14856</a></td>
<td>Chilly Willy</td>
<td>CIC.TO</td>
<td>link to article throwing "standard" around for Certicoms encryption technology.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12556872"TARGET=EricksList>15028</a></td>
<td>Martin Rasch</td>
<td>CMGI</td>
<td>Claims it's an classic gorilla</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12556902"TARGET=EricksList>15039</a></td>
<td>Malcom Bersohn</td>
<td>CMGI</td>
<td>Claims not fit for GG board</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12506019"TARGET=EricksList>14506</a></td>
<td>myz</td>
<td>CREE</td>
<td>Report on why this is great.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12508252"TARGET=EricksList>14545</a></td>
<td>jill</td>
<td>CREE</td>
<td>link to stephens report</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12509123"TARGET=EricksList>14584</a></td>
<td>Malcom Bersohn</td>
<td>CREE</td>
<td>tech may not stay with inventing company.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12509905"TARGET=EricksList>14597</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Growth stats.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12511245"TARGET=EricksList>14624</a></td>
<td>JRH</td>
<td>CREE</td>
<td>HP possible competitor? and link.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12511793"TARGET=EricksList>14635</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Reply about HP SiC LEDs</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12512185"TARGET=EricksList>14642</a></td>
<td>RocketMan</td>
<td>CREE</td>
<td>Questions about colors.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12512891"TARGET=EricksList>14673</a></td>
<td>LindyBill</td>
<td>CREE</td>
<td>Too young to be considered.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12512986"TARGET=EricksList>14675</a></td>
<td>GaryX</td>
<td>CREE</td>
<td>Is not too young to consider.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513000"TARGET=EricksList>14676</a></td>
<td>LindyBill</td>
<td>CREE</td>
<td>Is too too young.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513026"TARGET=EricksList>14677</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Info on revenue % and colors.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513054"TARGET=EricksList>14678</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Comparing to QCOM a year ago.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513101"TARGET=EricksList>14680</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Other SiC researcher no longer employed by Nicha</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513209"TARGET=EricksList>14681</a></td>
<td>RocketMan</td>
<td>CREE</td>
<td>How they get other colors.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513940"TARGET=EricksList>14692</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>How ScI can emit other colors.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514037"TARGET=EricksList>14697</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Doesn't make red LEDs.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514195"TARGET=EricksList>14698</a></td>
<td>LindyBill</td>
<td>CREE</td>
<td>too small and no lock on technology (patents don't count), market smaller ?</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514326"TARGET=EricksList>14700</a></td>
<td>RocketMan</td>
<td>CREE</td>
<td>Is there enough of a market for a Gorilla?</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514334"TARGET=EricksList>14701</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Breakdown of business into 3 categories with analogies.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514449"TARGET=EricksList>14704</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Possible road map going forward</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514700"TARGET=EricksList>14712</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>link to specs for SiC.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514884"TARGET=EricksList>14714</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>comparing to INTC,</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12515553"TARGET=EricksList>14736</a></td>
<td>John Walliker</td>
<td>CREE</td>
<td>Getting red from SiC</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12516897"TARGET=EricksList>14758</a></td>
<td>rel4490</td>
<td>CREE</td>
<td>patent infringement law and how it plays. Intellectual Property <-> Gorillaness</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12518538"TARGET=EricksList>14787</a></td>
<td>JRH</td>
<td>CREE</td>
<td>Aligent/HP competitor doesn't buy from CREE, link provided.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12518578"TARGET=EricksList>14789</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Aligent/HP is SiC, buys raw material from CREE (?)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12518991"TARGET=EricksList>14793</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>Argues for potential in CREE to become a gorilla.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12519072"TARGET=EricksList>14795</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Switching away from SiC will have significant switching costs (after adoption). Other substitutes inferior anyway.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12519459"TARGET=EricksList>14799</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>Why sapphire is inverior and more expensive than SiC and won't threaten CREE.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12538596"TARGET=EricksList>14867</a></td>
<td>Uncle Frank</td>
<td>CREE</td>
<td>quote manual why not a G yet.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12580229"TARGET=EricksList>15199</a></td>
<td>StockHawk</td>
<td>CREE</td>
<td>Various snippets on CREE and its market position.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12580899"TARGET=EricksList>15218</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>Reasons to be excited</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12587230"TARGET=EricksList>15299</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>agilent gets their SiC from HP which gets it from CREE</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12587387"TARGET=EricksList>15302</a></td>
<td>StockHawk</td>
<td>CREE</td>
<td>says that SEC filings indicate that LEDs dimmer than LumiLeds lighting</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12587435"TARGET=EricksList>15305</a></td>
<td>JRH</td>
<td>CREE</td>
<td>HP does not use CREE products</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12587495"TARGET=EricksList>15308</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>links to HP using SiC, assuming from CREE.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12591068"TARGET=EricksList>15376</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>text of partnership arrangement with MVIS for Virtual Retinal Display developement</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12592281"TARGET=EricksList>15393</a></td>
<td>Dale Russell</td>
<td>CREE</td>
<td>blue/green lasers to market in 2001</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12593843"TARGET=EricksList>15409</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Brightness rundown from a call to IR. Sapphire brighter than SiC</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12613835"TARGET=EricksList>15655</a></td>
<td>StockHawk</td>
<td>CREE</td>
<td>list of underwriters, with snide comments <G> on the relationship between underwriters and "buy" recommendations.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12618437"TARGET=EricksList>15707</a></td>
<td>John Stichnoth</td>
<td>CREE</td>
<td>still too tiny to be considered a gorilla. Compared with sales and market caps of *real* gorillas</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12621256"TARGET=EricksList>15740</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>projections of blue LED market (references expensive report). Arguably not yet across the chasm. Watch competitors of this company at this stage.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12651511"TARGET=EricksList>16059</a></td>
<td>Steven L. Johnson</td>
<td>CTXS</td>
<td>I definitely agree with that assessment. Citrix has good products and has a nice niche, but it will never be the predominate model for deploying PC applications</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12653407"TARGET=EricksList>16095</a></td>
<td>James Sinclair</td>
<td>CTXS</td>
<td>While I'm far from ready to annoint Citrix as a gorilla yet, I think you brush its potential aside way to quickly. Let me try to address each of your points from my perspective</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12536207"TARGET=EricksList>14929</a></td>
<td>garyx</td>
<td>ELON</td>
<td>Entering tornado since it's becoming standard in Finland.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12536207"TARGET=EricksList>14929</a></td>
<td>garyx</td>
<td>ELON</td>
<td>Finland accepts LONWORKS as home networking standard.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12544366"TARGET=EricksList>14966</a></td>
<td>garyx</td>
<td>ELON</td>
<td>Arguing that it is *potentially* a king, but not even there yet.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12545023"TARGET=EricksList>14977</a></td>
<td>unclewest</td>
<td>ELON</td>
<td>It's exciting. Goriladom possible. Has been declared ANSI standard.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12567093"TARGET=EricksList>15089</a></td>
<td>garyx</td>
<td>ELON</td>
<td>Questions whether is infant Gorilla or Royalty.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12572205"TARGET=EricksList>15140</a></td>
<td>100cfm</td>
<td>ELON</td>
<td>LonWorks becoming a standard.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12574112"TARGET=EricksList>15148</a></td>
<td>Konabound</td>
<td>ELON</td>
<td>Presents case that LonWorks isn't crushing Bacnet.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12600341"TARGET=EricksList>15535</a></td>
<td>Dale Russell</td>
<td>ELON</td>
<td>possible competitor for "smart houses" in sunbeam</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12607606"TARGET=EricksList>15592</a></td>
<td>kumar_rangan</td>
<td>ELON</td>
<td>Some background summary info on what they sell. Also links to "white paper" by the company.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12605463"TARGET=EricksList>15567</a></td>
<td>Greg Hull</td>
<td>EMC</td>
<td>More acronyms that I can deal with, but the question is what technology are they going with and why.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12605806"TARGET=EricksList>15570</a></td>
<td>DownSouth</td>
<td>EMC</td>
<td>Claims that EMCs Symmetrix is harder to install/maintain than NTAP. Also, EMC can coexist with NTAP. NTAP is catching up with Symmetrix.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12614579"TARGET=EricksList>15661</a></td>
<td>slacker711</td>
<td>EMC</td>
<td>link to article and excerpt from that article about EMCs products/position</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12626845"TARGET=EricksList>15778</a></td>
<td>Snasraway</td>
<td>EMC</td>
<td>Interview with CEO; comments on storage, growth of information, with implications for "bandwidth" in general.....</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12641992"TARGET=EricksList>15869</a></td>
<td>Eric L.</td>
<td>EMC</td>
<td>interview with Tucci</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12645872"TARGET=EricksList>15928</a></td>
<td>Eric L.</td>
<td>EMC</td>
<td>The more complete quote from Tucci of EMC of which I originally clipped only a portion is...</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12719735"TARGET=EricksList>16773</a></td>
<td>Snasraway</td>
<td>EMC</td>
<td>announced the usual slurry of great news, beating estimates again. One guy I follow over on the EMC thread is Bill Fischofer. His comments............</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12597841"TARGET=EricksList>15502</a></td>
<td>Billy Barooo</td>
<td>EMLX</td>
<td>Initial info as part of Project Hunt</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12596425"TARGET=EricksList>15451</a></td>
<td>mkelly761</td>
<td>ETEK</td>
<td>announces merger with JDSU</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12536390"TARGET=EricksList>14923</a></td>
<td>Mike (My opinions only)</td>
<td>EXDS</td>
<td>Arguments to support its kingship</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12536390"TARGET=EricksList>14932</a></td>
<td>Mike 2.0</td>
<td>EXDS</td>
<td>Claims it's a king, not a Gorilla</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12537276"TARGET=EricksList>14937</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>Outlines position of being a King.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12547469"TARGET=EricksList>14998</a></td>
<td>DownSouth</td>
<td>EXDS</td>
<td>Early in the Royalty game, Lots of Princes, no Gorillas.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12549168"TARGET=EricksList>15010</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>Arguning that it's a King.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12596557"TARGET=EricksList>15454</a></td>
<td>LindyBill</td>
<td>EXDS</td>
<td>Data warehouse "janitorial". Will come under pressure quickly.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12603284"TARGET=EricksList>15551</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>Agrees that there are low barriers to entry. Wonders whether there is "first mover" advantage.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12608639"TARGET=EricksList>15606</a></td>
<td>shamsaee</td>
<td>EXDS</td>
<td>Provides to free research report.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12625313"TARGET=EricksList>15771</a></td>
<td>Mike 2.0</td>
<td>EXDS</td>
<td>I suggest checking out Ellen Hancock's response to an October Barrons piece which had a similar sentiment, that EXDS was merely a server warehouse.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12641378"TARGET=EricksList>15862</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>link to overview and revenue history.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12645175"TARGET=EricksList>15913</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>EXDS is a king, in a tornado. I would enjoy hearing why it isn't a king, or isn't in a tornado, using manual definitions of course.</td>
</tr>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12645460"TARGET=EricksList>15917</a></td>
<td>DownSouth</td>
<td>EXDS</td>
<td>Here is why I will not buy EXDS:</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12646700"TARGET=EricksList>15952</a></td>
<td>dwayanu</td>
<td>EXDS</td>
<td>not, and won't be a Gorilla, may be a king. According to excerpts from the manual.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12649790"TARGET=EricksList>16007</a></td>
<td>pekos</td>
<td>EXDS</td>
<td>Outlines switching costs for this kind of business.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12653889"TARGET=EricksList>16103</a></td>
<td>LindyBill</td>
<td>EXDS</td>
<td>Why he holds it even though it's not making money.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12659743"TARGET=EricksList>16162</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>Details about why it's a king, with excerpts from RFM</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12690732"TARGET=EricksList>16582</a></td>
<td>bp</td>
<td>EXDS</td>
<td>EXODUS REPORTS FOURTH QUARTER AND 1999 ANNUAL RESULTS</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12701259"TARGET=EricksList>16632</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>I listened to the conference call, read the boards, and compared with prior notes. My comments as follows</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12639717"TARGET=EricksList>15852</a></td>
<td>BI*RI</td>
<td>GLBX</td>
<td>a link to where Robert Sheldon has done a lot of research into the Global Center(s) on the GBLX thread.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12667801"TARGET=EricksList>16256</a></td>
<td>Brent Hogenson</td>
<td>GLBX</td>
<td>I don't believe that GBLX can ever be a Gorilla but it can be a very powerful King.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12506019"TARGET=EricksList>14506</a></td>
<td>myz</td>
<td>GMST</td>
<td>Discontinuous but easy to use.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12508138"TARGET=EricksList>14538</a></td>
<td>unclewest</td>
<td>GMST</td>
<td>link to company (?) page in UK.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513085"TARGET=EricksList>14679</a></td>
<td>unclewest</td>
<td>GMST</td>
<td>has few employees.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513238"TARGET=EricksList>14682</a></td>
<td>RocketMan</td>
<td>GMST</td>
<td>TiVo competition. GMST is "think tank with good lawyers"</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12530335"TARGET=EricksList>14886</a></td>
<td>Rickus123</td>
<td>GMST</td>
<td>Quesitions about what it'll take to enable a tornado.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12605066"TARGET=EricksList>15559</a></td>
<td>DownSouth</td>
<td>GMST</td>
<td>Claims the link to the message on the GMST board is a "must read". Haven't checked it myself yet.</td>
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<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12605820"TARGET=EricksList>15571</a></td>
<td>Mike Buckley</td>
<td>GMST</td>
<td>Musings about what the deal with e-books is really about.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12605891"TARGET=EricksList>15573</a></td>
<td>DownSouth</td>
<td>GMST</td>
<td>e-book stuff is up against Micorsoft Reader</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12607296"TARGET=EricksList>15587</a></td>
<td>Dale Russell</td>
<td>GMST</td>
<td>Analysis and alink on what e-books means for gemstar. Interesting thoughts on distribution of dynamic database information</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12607677"TARGET=EricksList>15594</a></td>
<td>James Sinclair</td>
<td>GMST</td>
<td>copy of the (only?) patent the SoftBook folks have</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12609222"TARGET=EricksList>15623</a></td>
<td>DownSouth</td>
<td>GMST</td>
<td>Part of an interview about GMSTs aquisition of both NuvoMedia and SoftBooks. Glen Sanders</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12609985"TARGET=EricksList>15625</a></td>
<td>unclewest</td>
<td>GMST</td>
<td>Suing TiVo for injunction and monetary damages.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12616589"TARGET=EricksList>15676</a></td>
<td>Adam S</td>
<td>GMST</td>
<td>H&Q's view of GMST buying e-book companies:</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12635099"TARGET=EricksList>15830</a></td>
<td>david barr</td>
<td>GMST</td>
<td>link to interesting article about e-books</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12642993"TARGET=EricksList>15881</a></td>
<td>pkapsiotis</td>
<td>GMST</td>
<td>GMST and e-books - a possible strategy</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12649520"TARGET=EricksList>16003</a></td>
<td>unclewest</td>
<td>GMST</td>
<td>Musings on whether pc/tv or tv/pc will be more popular. Beleives that internet on a tv will be used more.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12651309"TARGET=EricksList>16051</a></td>
<td>Mike Buckley</td>
<td>GMST</td>
<td>Gemstar Article from 2/99</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12657620"TARGET=EricksList>16143</a></td>
<td>Lucius M. Lamar</td>
<td>GMST</td>
<td>Musings on the economics of e-books. There are a bunch of posts before and after this one that give different reactions to the notion of e-books, basically that the "look and feel" of novels is something many treasure and wondering what an electronic delivery would mean.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12659181"TARGET=EricksList>16161</a></td>
<td>Brent Hogenson</td>
<td>GMST</td>
<td>You could then have the e-book read you the book. Get tired of reading, lay back and listen. (Editor's note: Well DUH. I should have thought of that except I'm too stupid <G>. Talk about something being too obvious to see. What about a Braille "reader"? My hat's off to you for this insight Brent)</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12666328"TARGET=EricksList>16228</a></td>
<td>janet_wij</td>
<td>GMST</td>
<td>Fonix Licenses Allegro Product to NuvoMedia</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12668390"TARGET=EricksList>16278</a></td>
<td>unclewest</td>
<td>GMST</td>
<td>in england, with link to article.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12704021"TARGET=EricksList>16641</a></td>
<td>Billy Barooo</td>
<td>GMST</td>
<td>announced that they have entered into a long-term agreement to jointly pursue opportunities in interactive televisions, including an extended and expanded long-term licensing and cooperative agreement for electronic program guide (``EPG') incorporation and a new joint venture for the introduction of two-way-wireless-paging-based interactive TVs.</td>
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<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12705677"TARGET=EricksList>16645</a></td>
<td>unclewest</td>
<td>GMST</td>
<td>Links to news articles about presence here and in Europe</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12722585"TARGET=EricksList>16787</a></td>
<td>garyx</td>
<td>GMST</td>
<td>link to "very happy" article</td>
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<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12529207"TARGET=EricksList>14880</a></td>
<td>Eric L.</td>
<td>GSTRF</td>
<td>Press release, opening service to US customers.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12620913"TARGET=EricksList>15737</a></td>
<td>garyx</td>
<td>GWRX</td>
<td>WAP (wireless internet) and possibility of charging royalties for its use.</td>
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<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12646029"TARGET=EricksList>15933</a></td>
<td>Eric L.</td>
<td>GWRX</td>
<td>link that centers on Geoworks who is throwing a curve at WAP</td>
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<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12528099"TARGET=EricksList>14862</a></td>
<td>Magic212</td>
<td>IATV</td>
<td>Interactive TV. What they do and volunteering to start a discussion around this technology.</td>
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<td><a href="htt |
