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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (34572)11/11/2000 12:04:33 PM
From: Mike Buckley  Respond to of 54805
 
Cha2,

Thanks for your thoughts about SFE. The most important thing I got out of your post is that you feel the long-term fundamentals of SFE hasn't changed. I suspect that the company's 40-year track record supports your thinking about that.

I will eventually get around to commenting about Qualcomm. Having been away from the fundamental news, and especially not having reviewed news about the most recent quarterly performance, I'm ignorant of the current status other than to mention that this week's patent ruling yet again bodes well for the long-term future.

--Mike Buckley



To: gdichaz who wrote (34572)11/13/2000 5:03:40 PM
From: areokat  Respond to of 54805
 
SFE is particularly interesting in the contest of Geoff Moore's evolving thoughts.

I don't know if anyone has brought this out but in the talk Moore gave at the BEA ? Convention (there was a link to it in one of the earlier post and I listened to it) he said he did not think that the B2B sector had tornadoed yet. He indicated that it would and he did not think it would fizzle like B2C has.
If that happens SFE could benefit. I hope so.

Kat


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