EricksList: Apr-May, 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=13728377"TARGET=EricksList>24930</a></td>
<td>Bruce Brown</td>
<td>AMAT</td>
<td>Here's an article worth reading from Semiconductor Business News (not your average stop for news reading):</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13728620"TARGET=EricksList>24938</a></td>
<td>Jacob Snyder</td>
<td>AMAT</td>
<td>Haven't posted here before, but I've been studying AMAT (and intermittently investing in it) since 1996. I am "self-taught" re the semi-equip industry; that is not my area of professional training. (some comments)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13792171"TARGET=EricksList>25496</a></td>
<td>FLSTF97</td>
<td>AMAT</td>
<td>Nice post on AMAT. Sorry for the delayed response, I'm catching up from vacation. If you would permit I want to throw in my two cents.</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=13714256"TARGET=EricksList>24802</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>BROCADE REPORTS RECORD REVENUES AND EARNINGS FOR SECOND QUARTER FISCAL 2000</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13737473"TARGET=EricksList>25024</a></td>
<td>Greg Hull</td>
<td>BRCD</td>
<td>It has been a while since there has been any discussion of SANs around here (speaking of which, where is buck? we haven't heard from him in a month or two). The SAN (Storage Area Network) market is still not in Tornado yet. Here are some Gorilla comments from Ashok Kumar, an analyst for Piper Jaffrey. These comments were taken from a recent report on Brocade.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13744006"TARGET=EricksList>25076</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>And to complicate matters a little bit more, Network Appliance and Brocade Communications have teamed up to integrate the benefits of both NAS and SAN.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13764218"TARGET=EricksList>25252</a></td>
<td>Dale Russell</td>
<td>BRCD</td>
<td>A startup popped out of hiding Monday with a surprise challenge that rattled the market for storage-area networks (SANs).</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13599789"TARGET=EricksList>24285</a></td>
<td>StockHawk</td>
<td>BRCM</td>
<td>BRCM - Interactive TV and Optical Networking</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13601002"TARGET=EricksList>24289</a></td>
<td>StockHawk</td>
<td>BRCM</td>
<td>And speaking of BRCM, here is a third article of interest</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=13754936"TARGET=EricksList>25171</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>Cree: Spent the day at Cree last Monday. It appears that Cree will have have an LED run rate by the end of 2001 .....</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13774594"TARGET=EricksList>25342</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>Cree & Powercosm: For those who believe Gilder that power is the next "cosm", Cree has achieved another milestone</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=13628386"TARGET=EricksList>24341</a></td>
<td>saukriver</td>
<td>CSCO</td>
<td>Threat to CSCO from JNPR and SCMR (link and others)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13726530"TARGET=EricksList>24906</a></td>
<td>mtnlady</td>
<td>CSCO</td>
<td>Nortel, IBM collaborate in bid to break Cisco's Net stranglehold</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13655819"TARGET=EricksList>24446</a></td>
<td>tinkershaw</td>
<td>CTXS</td>
<td>I have been pondering Citrix a lot recently (agonizingly actually) and what I came up with was the concern of whether or not Citrix can ever produce a Tornado.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13678643"TARGET=EricksList>24531</a></td>
<td>tekboy</td>
<td>CTXS</td>
<td>A belated, partial, response on your query yesterday--Why haven't revenues ramped with licenses?</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13694431"TARGET=EricksList>24600</a></td>
<td>Mike Buckley</td>
<td>CTXS</td>
<td>Someone recently asked if I thought web-enabled apps are a threat to Citrix's solution. We've got a relatively new participant in the Citrix thread to whom I posed the same question. The response:</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13703202"TARGET=EricksList>24620</a></td>
<td>Mike Buckley</td>
<td>CTXS</td>
<td>My conclusion is that, while on the surface the number of licenses and users might mislead us to think Citrix's product is in the tornado stage, the growth in revenue offers definitive information that it's not yet there.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13719188"TARGET=EricksList>24860</a></td>
<td>chaz</td>
<td>CTXS</td>
<td>Nice piece of news RE: CTXS -- Chaz</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13787969"TARGET=EricksList>25431</a></td>
<td>Eric L.</td>
<td>DKEY</td>
<td>Datakey, is not a gorilla or king candidate by any stretch of the imagination, IMO. Message 13788268 25438 Dale Russell QCOM DoCoMo pushing WCDMA as an international standard</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=13570427"TARGET=EricksList>24207</a></td>
<td>kumar_rangan</td>
<td>ELON</td>
<td>Echelon Press Release :</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13657203"TARGET=EricksList>24452</a></td>
<td>Mike Buckley</td>
<td>ELON</td>
<td>Echelon's Pact With Italy's Enel For Network Tech</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13676672"TARGET=EricksList>24507</a></td>
<td>kumar_rangan</td>
<td>ELON</td>
<td>Link</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13676992"TARGET=EricksList>24509</a></td>
<td>scott</td>
<td>ELON</td>
<td>So, ......this means that, in all likelihood, ELON will at best be competing in a Royalty game?</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13704634"TARGET=EricksList>24636</a></td>
<td>alankeister</td>
<td>ELON</td>
<td>Competition for ELON? I spotted this on news.com. I haven't followed ELON very closely but this is the first I have heard of this competing company.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13708116"TARGET=EricksList>24717</a></td>
<td>tinkershaw</td>
<td>ELON</td>
<td>Is the money paid for embedded software on a run-time basis so small that a true Tornado will be unlikely to form, or has the market, no matter how many wins and partners WIND or VRTL announce, just not reached sufficient mass to produce a Tornado.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13719479"TARGET=EricksList>24865</a></td>
<td>spiral3</td>
<td>ELON</td>
<td>elon threat & royalties: kumar, if I may chip in my $0.02</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13723501"TARGET=EricksList>24887</a></td>
<td>kumar_rangan</td>
<td>ELON</td>
<td>Spiral3, re Echelon :</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13724247"TARGET=EricksList>24893</a></td>
<td>spiral3</td>
<td>ELON</td>
<td>Kumar, re Echelon Royalty Game and Gorilla Formation.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13730785"TARGET=EricksList>24961</a></td>
<td>spiral3</td>
<td>ELON</td>
<td>Royalties</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13730820"TARGET=EricksList>24963</a></td>
<td>spiral3</td>
<td>ELON</td>
<td>tornado watch alert: AT&T Joins LONMARK Interoperability Association as Sponsor</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13745998"TARGET=EricksList>25100</a></td>
<td>kumar_rangan</td>
<td>ELON</td>
<td>Echelon : some thoughts from a GG listserv member(dated March, but probably relevant). apologies for the (lack of) formatting, I did a cut/paste job.</td>
</tr>
</table><br>
<br><table>
<col width="10%">
<col width="20%">
<col width="10%">
<col width="*">
<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=13608231"TARGET=EricksList>24297</a></td>
<td>Snasraway</td>
<td>EMC</td>
<td>Article on EMC & storage, from Money magazine.....</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13608244"TARGET=EricksList>24298</a></td>
<td>Snasraway</td>
<td>EMC</td>
<td>Wondeful summary of EMC Annual Shareholders' Meeting, courtesy of the EMC thread here on SI....Apollo</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13703527"TARGET=EricksList>24622</a></td>
<td>Mike Buckley</td>
<td>EMC</td>
<td>May 12, 2000--EMC Corporation, IBM Corporation, Data General Patent Holdings LLC, and two former executives of Data General Corporation today announced that they have agreed to dismiss all claims and counterclaims in settlement of a longstanding patent dispute involving patent infringement allegations by Data General and IBM that began in 1994 and a dispute arising out of EMC's acquisition of Data General in 1999</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13744154"TARGET=EricksList>25080</a></td>
<td>DownSouth</td>
<td>EMC</td>
<td>Very important point: The difference between EMC and NTAP is not SAN. The difference is their vision of storage management.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13744556"TARGET=EricksList>25085</a></td>
<td>hueyone</td>
<td>EMC</td>
<td>According to EMC they are not only the clear leader in SAN sales, but they have rapidly growing NAS sales as well.</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=13530417"TARGET=EricksList>23954</a></td>
<td>Fred Manzo</td>
<td>FAQ</td>
<td>FAQ. Version 1.14. Last updated 04/30/2000</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13652992"TARGET=EricksList>24438</a></td>
<td>Fred Manzo</td>
<td>FAQ</td>
<td>FAQ. Version 1.15. Last updated 05/08/2000.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13794056"TARGET=EricksList>25528</a></td>
<td>Fred Manzo</td>
<td>FAQ</td>
<td>FAQ. Version 1.16. Last updated 05/28/2000.</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=13579792"TARGET=EricksList>24222</a></td>
<td>Bruce Brown</td>
<td>GMST</td>
<td>RE: Gemstar... This arrived in my mailbox this morning from Robertson Stephens</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13741641"TARGET=EricksList>25054</a></td>
<td>shamsaee</td>
<td>GMST</td>
<td>Significant news with ramifications for AOL,At&T,Time Warner and Gmst.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13752224"TARGET=EricksList>25155</a></td>
<td>shamsaee</td>
<td>GMST</td>
<td>Must read posted by NY STEW from GMST thread.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13762159"TARGET=EricksList>25229</a></td>
<td>Mike Buckley</td>
<td>GMST</td>
<td>Results of Gemstar Poll</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13768860"TARGET=EricksList>25295</a></td>
<td>alankeister</td>
<td>GMST</td>
<td>I don't think Interactive TV is a prerequisite for Gemstar's success. Digital broadcasting (as opposed to HDTV) is.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13774014"TARGET=EricksList>25338</a></td>
<td>tekboy</td>
<td>GMST</td>
<td>some interesting thoughts on GMST... (link)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13775084"TARGET=EricksList>25345</a></td>
<td>Mike Buckley</td>
<td>GMST</td>
<td>Since tekboy provided a link to Jeff's post about Gemstar, I'm providing a link to my follow-up post. Feel free to address our comments.</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>
<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=13530736"TARGET=EricksList>23966</a></td>
<td>Snasraway</td>
<td>info</td>
<td>Personal Portfolio Survey of G & K Thread: 4/2000</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13678643"TARGET=EricksList>24531</a></td>
<td>tekboy</td>
<td>info</td>
<td>Moore on B2B</td>
</tr>
</table><br>
<br><table>
<col width="10%">
<col width="20%">
<col width="10%">
<col width="*">
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13695441"TARGET=EricksList>24604</a></td>
<td>StockHawk</td>
<td>info</td>
<td>And speaking of tornados, and sales growth in general, I have some growth numbers for a few of the companies we watch here.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13732498"TARGET=EricksList>24977</a></td>
<td>Dale Russell</td>
<td>info</td>
<td>Much Ado About 10-Gbit/s Standards</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13747642"TARGET=EricksList>25118</a></td>
<td>Malcolm Bersohn</td>
<td>info</td>
<td>Beware of the following data. I tried to get the numbers approximately right but they may be significantly wrong. Caveat emp |
