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.
Technology Stocks : RSA Security Inc. (RSAS) -- Ignore unavailable to you. Want to Upgrade?


To: John F Beule who wrote (314)12/7/2000 1:14:26 PM
From: Eric L  Read Replies (1) | Respond to of 374
 
<< I'm following a little known company (TKLC), in which I am trying to get up the nerve to post its merits on the G & K thread. Does one need to be invited to do that, or can I just post sans request? >>

No, anyone can post. No interest will be shown if you don't use Moore's Gorilla Game terminology. If you have not read the "manual" there is a good FAQ linked off the thread header. "Newbies" are treated very politely, but are invited to read the "manual". It is a very productive thread. Excellent collective DD.

I was not familiar with Tekelec. I just ran a Research Wizard on them:

moneycentral.msn.com

They look very interesting:

"Tekelec can't answer your phone, but it can help you decide if you should. Its network switching systems, which account for 61% of sales, enable such enhanced services as caller ID and voice messaging, along with wireless services. Tekelec's newer switches handle both voice and data transmissions using emerging packet-switching technology. The company's diagnostic systems monitor and test networks, while its software aids in call center management. Customers include long-distance, local, and wireless telephone service providers and communications equipment makers."

G&K thread has strong interest in areas I bolded above. Their all Qualcomm wingbats (like me).

We typically evaluate companies with market caps of $10 billion +, but this is not hard and fast.

$294.9 Mil annual sales is not shabby and we look at companies in this range with potential for growth.

Take a shot. Post on one of my posts if you would like.

I'll put TKLC on my watch list.

<< I'm confident in your knowledge of the SC industry, so I'm going to follow this one (GEMP).

I caution you that I have not followed SC industry too closely last 4 months and I am still doing DD on G+. I suspect I'll take a small starter position.

One of these days I WILL do a Project Hunt Report for G&K (perhaps not soon) but if I do I'll provide a link here.

I MAY do one on GEMP as well if it seems to meet thread criteria.

- Eric -