EricksList: April, 2000
EricksList, a list of posts I found interesting.
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 a concise summary (one sentence)
and that contain the stock symbol 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><br>NOTE: This is a very large post. It may take quite a while to display,
depending on both your modem speed and computer speed. Please be patient<br><br>
Clicking on any of the links should open up a new window and display the relevant post
<br><br>
<br><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=13431547"TARGET=EricksList>22777</a></td>
<td>Triffin</td>
<td>ADBE</td>
<td>Not quite a Project Hunt from TMF ..</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13517162"TARGET=EricksList>23782</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>Would appreciate any comment you might want to make on how you think Brocade getting strongarmed by EMC to join the Fibre Alliance in order to be included in their OEM changes the FC game if any.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13418067"TARGET=EricksList>22663</a></td>
<td>Eric Jacobson</td>
<td>CHKP</td>
<td>Check Point Software Technologies Ltd. (CHKP) Project Hunt Report</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13395984"TARGET=EricksList>22545</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>CRee buys Nitres. This is significant news as Nitres brings some leading technology and as far as I can ascertain was the nearest competitive threat to CREE. (link provided)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13413123"TARGET=EricksList>22637</a></td>
<td>claptonsguitar</td>
<td>CREE</td>
<td>Major Patent awarded to CREE</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13418226"TARGET=EricksList>22667</a></td>
<td>LBstocks</td>
<td>CREE</td>
<td>Cree Reports Record Third Quarter Results Earnings Per Share Rises 136 Percent; Gross Margin Increases to 56 Percent</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13328140"TARGET=EricksList>21965</a></td>
<td>Gregory Mullineaux</td>
<td>CSCO</td>
<td>EMC, Cisco, Oracle to Unveil Internet-Computing Pact</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13374436"TARGET=EricksList>22413</a></td>
<td>mtnlady</td>
<td>CSCO</td>
<td>Everyone acknowledges that Cisco is dominant in the Internet," Nolle said. "But most people don't realize that the Internet represents less than 1 percent of worldwide communications service provider revenue. The Internet rides on the backbone of the public switched telephone network." Nolle's conclusion? "Convergence is nonsense."</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13384329"TARGET=EricksList>22481</a></td>
<td>Bruce Brown</td>
<td>CSCO</td>
<td>RE: Next Generation Networks Here's an interesting article to read:</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13388495"TARGET=EricksList>22512</a></td>
<td>alankeister</td>
<td>CSCO</td>
<td>Foundry Networks competes with JNPR, CSCO</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13403529"TARGET=EricksList>22587</a></td>
<td>Mike Buckley</td>
<td>CSCO</td>
<td>Cisco Systems to Acquire Subsidiary of Seagull Semiconductor, Ltd.; Accelerating Development of Next Generation Terabit Performance Routers</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13193997"TARGET=EricksList>20052</a></td>
<td>hueyone</td>
<td>ELON</td>
<td>Since, ELON and WIND are in "complimentary spaces" of the smart device market, I think it would be worth doing some comparative valuation of the two companies</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13198537"TARGET=EricksList>20125</a></td>
<td>hueyone</td>
<td>ELON</td>
<td>More WIND and ELON,</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13330789"TARGET=EricksList>22003</a></td>
<td>janet_wij</td>
<td>ELON</td>
<td>Echelon Update: Home Networking, Tornado Watching and miscellaneous questions (With apologies for the length)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13371857"TARGET=EricksList>22401</a></td>
<td>stomper</td>
<td>ELON</td>
<td>re ELON and GE. not sure whether or not this is general knowledge. I certainly don't remember seeing it anywhere (plus a link)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13458825"TARGET=EricksList>23040</a></td>
<td>janet_wij</td>
<td>ELON</td>
<td>ECHELON UPDATE</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13474467"TARGET=EricksList>23165</a></td>
<td>janet_wij</td>
<td>ELON</td>
<td>ECHELON EARNINGS AND NOTES FROM THE CONFERENCE CALL</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13508025"TARGET=EricksList>23696</a></td>
<td>janet_wij</td>
<td>ELON</td>
<td>FWIW, Echelon made their numbers (.02), and gave guidance for record revenues in the next quarter and profitability this year. They are not usually given to hyperbole (link)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13528162"TARGET=EricksList>23903</a></td>
<td>janet_wij</td>
<td>ELON</td>
<td>Executive Summary: LonMaker for Windows 2.0</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13328140"TARGET=EricksList>21965</a></td>
<td>Gregory Mullineaux</td>
<td>EMC</td>
<td>EMC, Cisco, Oracle to Unveil Internet-Computing Pact</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13455263"TARGET=EricksList>23020</a></td>
<td>FLSTF97</td>
<td>EMC</td>
<td>EMC Q to Q rev dropping?</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13494194"TARGET=EricksList>23470</a></td>
<td>JDN</td>
<td>EMC</td>
<td>Below is a list of the exciting releases by EMC today. Whether or not you own EMC I stongly advise, especially the NTAP owners that they click on these releases</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13337064"TARGET=EricksList>22136</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>Spectacular current summary on EXDS, reprinted on TMF, by a Yahoo poster who purports to be a Fund manager</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13385367"TARGET=EricksList>22487</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>My view is that IPR and BTE are low, which are some of the reasons why EXDS is not a gorilla candidate</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13477107"TARGET=EricksList>23225</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>Exodus reports quarterly earnings.......</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13477525"TARGET=EricksList>23231</a></td>
<td>Snasraway</td>
<td>EXDS</td>
<td>Exodus Conference Call, Q1, 2000 (4/20/00)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13331208"TARGET=EricksList>22014</a></td>
<td>Fred Manzo</td>
<td>FAQ</td>
<td>FAQ. Version 1.11. Last updated 03/31/2000.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13382355"TARGET=EricksList>22461</a></td>
<td>Fred Manzo</td>
<td>FAQ</td>
<td>FAQ. Version 1.12. Last updated 04/07/2000.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13449164"TARGET=EricksList>22969</a></td>
<td>Fred Manzo</td>
<td>FAQ</td>
<td>FAQ. Version 1.13. Last updated 04/17/2000.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13482268"TARGET=EricksList>23303</a></td>
<td>Fred Manzo</td>
<td>FAQ</td>
<td>FAQ. Version 1.13. Last updated 04/17/2000.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13401543"TARGET=EricksList>22568</a></td>
<td>Mike Buckley</td>
<td>GMST</td>
<td>Electronic Program Guides in TORNADO!</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13401543"TARGET=EricksList>22568</a></td>
<td>Mike Buckley</td>
<td>GMST</td>
<td>RETRACTION: Tornado Sighting changed to Tornado Watch</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13402085"TARGET=EricksList>22576</a></td>
<td>Mike Buckley</td>
<td>GMST</td>
<td>RETRACTION: Tornado Sighting changed to Tornado Watch</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13409925"TARGET=EricksList>22599</a></td>
<td>DHaaland</td>
<td>GMST</td>
<td>Gemstar and TV Guide say deal still on</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13409925"TARGET=EricksList>22599</a></td>
<td>DHaaland</td>
<td>GMST</td>
<td>GMST Valuation</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13412101"TARGET=EricksList>22622</a></td>
<td>wopr1</td>
<td>GMST</td>
<td>GMST Valuation</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13413037"TARGET=EricksList>22636</a></td>
<td>NY Stew</td>
<td>GMST</td>
<td>1) Does anyone know the total number of IPG's deployed so far? This needs to be broken down into first generation and second generation IPG numbers.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13413788"TARGET=EricksList>22641</a></td>
<td>Ruffian</td>
<td>GMST</td>
<td>Gemstar International Group Ltd. (NasdaqNM:GMST - news) said Thursday its board has authorised the repurchase of up to $150 million in shares of its common stock</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13460320"TARGET=EricksList>23062</a></td>
<td>Uncle Frank</td>
<td>GMST</td>
<td>A nice analysis and commentary on gmst: (link provided)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13475643"TARGET=EricksList>23191</a></td>
<td>Seldom_Blue</td>
<td>GMST</td>
<td>RE Interactive TV Gorilla Game (and competitors)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13484802"TARGET=EricksList>23343</a></td>
<td>rel4490</td>
<td>GMST</td>
<td>In a down market, tornados seem to take longer to form than we believed when we invested:</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13486384"TARGET=EricksList>23362</a></td>
<td>Mike Buckley</td>
<td>GMST</td>
<td>TV Guide, Inc. (Nasdaq: TVGIA) has partnered with SeaChange International (Nasdaq: SEAC) to bring to the market a version of the TV Guide Interactive electronic program guide (TVGI) with a fully integrated video-on-demand (VOD) service. The</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13477464"TARGET=EricksList>23229</a></td>
<td>Eric Jacobson</td>
<td>HLIT</td>
<td>Harmonic (HLIT) Project Hunt Update</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13520145"TARGET=EricksList>23818</a></td>
<td>Eric L.</td>
<td>HP</td>
<td>Malaysia: HP unveils Jornada pocket PC</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13331276"TARGET=EricksList>22018</a></td>
<td>tekboy</td>
<td>info</td>
<td>To get Merlin off my back, here's a compilation of content--not bloat--from the Fool... A series of linkshttp://www.siliconinvestor.com/readmsg.aspx?msgid=13331690 22023 Tecinvestor ETEK ETEK And JDSU Receive Request For Additional Information In Connection With HSR Review</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13333949"TARGET=EricksList>22082</a></td>
<td>Mike Buckley</td>
<td>info</td>
<td>This Month in the Front Office: THE FRONT OFFICE GORILLA GAME</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13336126"TARGET=EricksList>22112</a></td>
<td>Ausdauer</td>
<td>info</td>
<td>digital photography weather vane:</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13336642"TARGET=EricksList>22133</a></td>
<td>shamsaee</td>
<td>info</td>
<td>NO such info on DDI site.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13338530"TARGET=EricksList>22153</a></td>
<td>StockHawk</td>
<td>info</td>
<td>For those who wish to learn about digital photography try the Digital Photography Resource Page (and more links)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13340461"TARGET=EricksList>22168</a></td>
<td>Mike Buckley</td>
<td>info</td>
<td>Mike's digital camera scree.</td>
</tr>
</table><br>
<br><table>
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<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13519490"TARGET=EricksList>23805</a></td>
<td>Dinesh</td>
<td>INFO</td>
<td>WAP layers alphabet soup.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13520175"TARGET=EricksList>23819</a></td>
<td>John Stichnoth</td>
<td>info</td>
<td>WAP Forum FAQ's</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13328230"TARGET=EricksList>21970</a></td>
<td>alan mitchell</td>
<td>INFS</td>
<td>Here are the Proxima patents they are acquiring:</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13524001"TARGET=EricksList>23870</a></td>
<td>Snasraway</td>
<td>INTC</td>
<td>Microsoft may face a mandatory breakup, but Intel (Nasdaq: INTC) , on the other hand, is voluntarily breaking its business into several divisions</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13334945"TARGET=EricksList>22099</a></td>
<td>mathemagician</td>
<td>INTF</td>
<td>Brokerages are INTF's niche and INTF owns it. Next on the docket are banks and insurance companies</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13526978"TARGET=EricksList>23890</a></td>
<td>StockHawk</td>
<td>INTF</td>
<td>INTF.. trying to turn this into a positive learning experience</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13331690"TARGET=EricksList>22023</a></td>
<td>Tecinvestor</td>
<td>JDSU</td>
<td>ETEK And JDSU Receive Request For Additional Information In Connection With HSR Review</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13344019"TARGET=EricksList>22203</a></td>
<td>Snowshoe</td>
<td>JDSU</td>
<td>JDS Uniphase to Acquire Optical MEMS Technology Leader Cronos</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13349670"TARGET=EricksList>22233</a></td>
<td>Dale Russell</td>
<td>JDSU</td>
<td>JDS Uniphase Moves Into MEMS</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13353738"TARGET=EricksList>22276</a></td>
<td>Dale Russell</td>
<td>JDSU</td>
<td><<I remember reading somewhere that JDSU is the leader in 960mm pump lasers. They are their own mfg. source.>>I don't know if they are the leader but they do make their own</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13353994"TARGET=EricksList>22280</a></td>
<td>Juliet</td>
<td>JDSU</td>
<td>More on this fancy gizmo they're calling an "optical router:"</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13354068"TARGET=EricksList>22281</a></td>
<td>tripperd2</td>
<td>JDSU</td>
<td>. There are several optical engineers that post quite regularly on the board. It is their opinion that a true optical router is quite a bit in the future</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13382727"TARGET=EricksList>22464</a></td>
<td>tripperd2</td>
<td>JDSU</td>
<td>JDSU acquisition of Cronus. I will briefly step out of lurk mode to post a link to a nice summary of the conference call re: JDSU's acquisition of Cronus (link provided).</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13382754"TARGET=EricksList>22465</a></td>
<td>tripperd2</td>
<td>JDSU</td>
<td>Here is also a nice summary of their history(JDSU) and future plans. Reinforces (imho) that they are competing as a King and not a gorilla. (link)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13385529"TARGET=EricksList>22488</a></td>
<td>wopr1</td>
<td>JDSU</td>
<td>Future Assault on JDSU's margins: All King's margins can be assaulted. This week, Bookham Tech has its IPO. While not an immediate threat, its something for JDSU owners to keep an eye on.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13385578"TARGET=EricksList>22489</a></td>
<td>kumar_rangan</td>
<td>JDSU</td>
<td>JDSU/Bookham : another opinion :</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13385681"TARGET=EricksList>22491</a></td>
<td>wopr1</td>
<td>JDSU</td>
<td>JDSU & Bookham: Here is another perspective: (link)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13495862"TARGET=EricksList>23498</a></td>
<td>Eric L.</td>
<td>JDSU</td>
<td>Good Jubak article called "Were we crazy to think JDS Uniphase was worth more than Ford?" here:</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13498550"TARGET=EricksList>23524</a></td>
<td>Eric L.</td>
<td>JDSU</td>
<td>JDS UNIPHASE POSTS LOSS ON CHARGES AS REVENUE RISES MORE THAN FIVEFOLD</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13507829"TARGET=EricksList>23684</a></td>
<td>voop</td>
<td>KOPN</td>
<td>KOPIN with a seriously good qtr</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13469525"TARGET=EricksList>23122</a></td>
<td>Mike Buckley</td>
<td>NAS</td>
<td>NAS revenue was reported to be $90mm for the quarter. For comparison's sake, NTAP revenue for its most recent quarter (ending Jan '00) was $151mm. I don't remember if that has been clarified on this thread. (I follow fewer threads than most people and I still get confused.) The $90 million includes the Symmetrix revenue that goes along with it, causing it to be very misleading. The pure NAS revenue net of the Symmetrix is tiny. Some think it might be around $15 million</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13395987"TARGET=EricksList>22546</a></td>
<td>hueyone</td>
<td>NT</td>
<td>Another article regarding optical networking appears in today's Business Week Online. It declares Nortel the current leader in optical networking with a number of other companies ferociously mounting significant challenges</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13501854"TARGET=EricksList>23593</a></td>
<td>mtnlady</td>
<td>NT</td>
<td>BRAMPTON, ONT. April 25 /PRNewswire/ - Nortel Networks(x) (NYSE/TSE: NT) today reported results for the first quarter of 2000 prepared in accordance with U.S. generally accepted accounting principles (GAAP).</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13501889"TARGET=EricksList>23596</a></td>
<td>mtnlady</td>
<td>NT</td>
<td>Nortel responds to Lucent-Terabeam deal by supporting AirFiber</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13459085"TARGET=EricksList>23042</a></td>
<td>ralessipvh</td>
<td>NTAP</td>
<td>SUNNYVALE, Calif.--(BUISNESS WIRE)--April 18, 2000--Network Appliance, Inc. (NASDAQ: NTAP), the leading provider of network-attached data access and management solutions, unveiled market research from Dataquest that reaffirms the company's leadership position in the worldwide NAS appliance market, and in global caching solutions</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13467542"TARGET=EricksList>23106</a></td>
<td>slacker711</td>
<td>NTAP</td>
<td>This is, by far, the best explanation I have read of the storage industry....it goes in-depth into the different approaches by EMC and NTAP</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13494375"TARGET=EricksList>23473</a></td>
<td>John Stichnoth</td>
<td>PHCM</td>
<td>PHONE.COM (PHCM) Project Hunt Report--Part 1</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13494504"TARGET=EricksList>23476</a></td>
<td>John Stichnoth</td>
<td>PHCM</td>
<td>Phone.com (PHCM) Project Hunt Report--Part 2</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13494593"TARGET=EricksList>23478</a></td>
<td>John Stichnoth</td>
<td>PHCM</td>
<td>PHCM Project Hunt Report Edit</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13494901"TARGET=EricksList>23485</a></td>
<td>kumar_rangan</td>
<td>PHCM</td>
<td>re PHCM & WAP - comment from GM :</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13505493"TARGET=EricksList>23634</a></td>
<td>John Stichnoth</td>
<td>PHCM</td>
<td>In our Project Hunt report on PHCM we mentioned Infospace in the competitors section. Infospace just announced their quarterly numbers, which on first blush look a a lot like Phone.com's, interestingly. (I have not reviewed them in detail.) This is why PHCM is a Candidate and not a Gorilla--others are still claiming the title.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13508388"TARGET=EricksList>23707</a></td>
<td>shuebert</td>
<td>PHCM</td>
<td>Reading through the information on Infospace I was reminded of how difficult the business model Phone.com was for us to try sort out and how confusing the competition is.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13510105"TARGET=EricksList>23718</a></td>
<td>saukriver</td>
<td>PHCM</td>
<td>To what extent should we await the outcome of the patent litigation v. Geoworks before investing in PHCM?</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13512129"TARGET=EricksList>23733</a></td>
<td>John Stichnoth</td>
<td>PHCM</td>
<td>PHCM is at the point where the FM says we should be buying a basket--they're just starting the tornado, and it's too early to anoint a Gorilla (or King, depending how things work out).</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13523311"TARGET=EricksList>23852</a></td>
<td>Eric L.</td>
<td>PHCM</td>
<td>Phone.com said on Wednesday it has filed a lawsuit against fellow WAP Forum member Geoworks challenging its intellectual property rights patent.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13334804"TARGET=EricksList>22093</a></td>
<td>Mike Buckley</td>
<td>QCOM</td>
<td>ONE YEAR IN REVIEW: Qualcomm Then and Now</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13336320"TARGET=EricksList>22123</a></td>
<td>AMF</td>
<td>QCOM</td>
<td>DDI Corp. will adopt the W-CDMA system promoted by European telecom firms for its new generation of mobile phones, giving up the cdma2000 standard promoted by North American rivals, company officials said Monday</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13341714"TARGET=EricksList>22182</a></td>
<td>Eric L.</td>
<td>QCOM</td>
<td>Some further reflection.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13352812"TARGET=EricksList>22265</a></td>
<td>100cfm</td>
<td>QCOM</td>
<td>Edge is an orphan technology</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13371092"TARGET=EricksList>22396</a></td>
<td>Bruce Brown</td>
<td>QCOM</td>
<td>Here's a short on Qualcomm admitting their mistake and taking their losses</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13405339"TARGET=EricksList>22592</a></td>
<td>ggamer</td>
<td>QCOM</td>
<td>Gorilla of CDMA or gorilla of wireless world. With teaser that Europe may be opening up to the mighty Q.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13456916"TARGET=EricksList>23025</a></td>
<td>straight life</td>
<td>QCOM</td>
<td>QUALCOMM Announces Second Quarter Results Pro Forma Earnings Per Share $0.26</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13475569"TARGET=EricksList>23187</a></td>
<td>Eric L.</td>
<td>QCOM</td>
<td>Re: "The Internet Bubble" & 3G Wireless Ramblings (from a European perspective) from RedHerring</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13475946"TARGET=EricksList>23203</a></td>
<td>tekboy</td>
<td>QCOM</td>
<td><<I wonder if I could...convince you to be more specific about the concerns expressed in that article.>> recap of current thinking on the mighty Q and competition.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13481026"TARGET=EricksList>23276</a></td>
<td>gdichaz</td>
<td>QCOM</td>
<td>Voop: Qualcomm revenue estimates from the Rich Janitor:</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13494423"TARGET=EricksList>23474</a></td>
<td>LindyBill</td>
<td>QCOM</td>
<td>Qualcomm: Purchase into Netzero was for a HDR launch:</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13507072"TARGET=EricksList>23665</a></td>
<td>Eric L.</td>
<td>QCOM</td>
<td>Eric's response to a set of questions about various stages of CDMA/WCDMA/1XRTT and other alphabet soups for wireless communications.</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13515950"TARGET=EricksList>23765</a></td>
<td>Eric L.</td>
<td>QCOM</td>
<td>The new Qualcomm/CDG/3GPP2/TIA/IMT-2000 cdma2000 nomenclature</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13516054"TARGET=EricksList>23767</a></td>
<td>Uncle Frank</td>
<td>QCOM</td>
<td>did you see the comments from Dr. Viterbi posted on the Nuke You thread? In response to a question from Wireless Data News,</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13522768"TARGET=EricksList>23846</a></td>
<td>Eric L.</td>
<td>QCOM</td>
<td>WAP and where they fit/don't fit (and other players in this space).</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13528740"TARGET=EricksList>23910</a></td>
<td>t36</td>
<td>QCOM</td>
<td>The ex-professor's high wireless act Despite a sell-off, Qualcomm keeps its grip (news article)</td>
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<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13528765"TARGE |
