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 : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (33293)	10/17/2000 6:12:06 PM
From: rel4490	Read Replies (1) \| Respond to of 54805

Great summary of ITWO conf. call by BB. Message 14601659

To: DownSouth who wrote (33293)	10/17/2000 9:46:12 PM
From: Uncle Frank	Respond to of 54805

Trouble in GSM Land? Message 14603101 uf

To: DownSouth who wrote (33293)	10/20/2000 4:48:55 PM
From: johndelvecchio	Respond to of 54805

Hey DownSouth, Thanks for the chart. I am not a chartist, but a picture does say a thousand words. So, I will just say three words, "I love it!" I love companies that are bashed. My most recent favorite has been BroadVision. Akamai was another. So was SanDisk too. I don't own any CA, nor does it look like that I will. But, when I talked about storage, I do think some product lines are well-managed in relation to other firms. It's earnings season now so I am swamped, but I do think there are GG characteristics in the storage market that CA could capitalize on. So, if I can get around to it, I'll try to post my thoughts. Best, John Del Vecchio