SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials
AMAT 319.11+5.7%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: michael97123 who wrote (48076)6/18/2001 12:46:00 PM
From: robert b furman  Read Replies (1) of 70976
 
Hi Mike ,

I wrote a response to a post from you yesterday and lost the darn thing trying to add a link. I wonder where they go? gggg

At any rate I have added to two past positions:

1) Oracle - doubled up at 15.54 when a GTC order filled while I was cycling in Ireland. They announce earning after clos today. They have also introduced some great internet based database computingf,which I believe will be the next Bandwidth killer application in general and specifically I think their approach is light years ahead.

2) Sbse - this is a great little electronics company.They make embedded bus boards for the communications industry ( mostly the Rbocs - so their business is still good,industrial computers(a still non-mature portion of the bos industry.Thet are sort of like a small Solectron with a very niche capability.Their customer base is very broad and they don't have any big customer that could hurt them significantly.I've owned them several times and really like their conservative management.http://www.sbs.com./investors/corporate/releases-one.asp?rowid=30000084

I think we are just around the corner from a psychology shift and warrants some additional exposure,as any down turn will be for a limited time duration.JMHO

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News