Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Options -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (3466)	2/23/2000 11:07:00 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 8096

LoF, don't believe everything Guru Gilder tells you. TERN's a train wreck waiting to happen, IMO.

To: SecularBull who wrote (3466)	2/23/2000 11:21:00 AM
From: edamo	Read Replies (2) \| Respond to of 8096

lof....brcm and tern...again.. comments i make refer to the real world companies, not the stock perception.... agree with the link, but note the reference to a chip....brcm is a semi manufacturer, and the uniqueness about them is that they don't own any manufacturing facilities, they can ramp up or down through contract fabricators. put them in the same perspective as you had with dell....."low cost manufacturer, no aged inventory....no capital equipment expenditure......able to turn on a dime with new technology" tern may even use brcm components (i don't know this), but most set top box makers as sfa, mot(general instrument)use brcm.... brcm has a very wide application base beyond video for their product line.... not being critical of tern, but it reminds me of idc....both companies fairly secretive about their intellectual property. looking at tern in a vacuum in a technical sense, it is a bit parabolic.........spike up without any significant corporate announcement... i'm a bit more conservative, especially with long term positions, i need to see reality of profits....if not i would buy amzn which at least has tremendous cash flow to shroud the loss......