Gorilla and King Portfolio candidates - Moderated

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Strategies & Market Trends
Gorilla and King Portfolio candidates - Moderated

An SI Board Since October 2003

Posts	SubjectMarks	Bans
2955	334	0

Emcee: Uncle Frank	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
1030	That 25% of royalty figure for W-CDMA is just plain scary! W-CDMA is still just	tinkershaw	-	7/21/2004
1029	Some points of interest from Qcom webcast CC: 1. WCDMA is now already 25% of ro	Apollo	-	7/21/2004
1028	Qualcomm posts third-quarter profit Wednesday July 21, 4:09 pm ET LOS ANGELES,	Uncle Frank	-	7/21/2004
1027	I just have to assume there is more growth in second half of 04 and 05. We got s	John Carragher	-	7/21/2004
1026	Eric, <i>my companion $82 delivered Cannon photo printer </i> Yeah	Mike Buckley	-	7/20/2004
1025	Laggards and Late Adopters --MB << In the last five weeks I began using	Eric L	-	7/20/2004
1024	In the last five weeks I began using a cell phone, a digital camera and a WiFi n	Mike Buckley	-	7/20/2004
1023	Software On Demand forbes.com	stockman_scott	-	7/20/2004
1022	>> I'm ashamed to admit that I finally succumbed to pressure from Fran	Uncle Frank	-	7/19/2004
1021	You think high-tech stocks are volatile? Imagine trading on the Iraq stock exch	Mike Buckley	-	7/18/2004
1020	IP and the Standards Process TM-H << To me, one of the indicators of the	Eric L	-	7/18/2004
1019	Wonderful string of comments on Qcom, and its pongid virtues, virtual or real. &	Apollo	-	7/18/2004
1018	<I>The same was true of GSM where "the committee" could not (or	Thomas Mercer-Hursh	-	7/17/2004
1017	Architectural Control TM-H, << Yes, it is true that a committee, not Qua	Eric L	-	7/17/2004
1016	Apollo, <i>What are you thinking, and what am I missing?</i> The f	Mike Buckley	-	7/17/2004
1015	It seems to me that the contrast you make describes two alternatives, but that Q	Thomas Mercer-Hursh	-	7/17/2004
1014	Control of a Proprietary Open Architecture << .... what am I missing? &g	Eric L	-	7/17/2004
1013	Just to continue on the topic, along with the new, new, media being created, the	tinkershaw	-	7/17/2004
1012	Hey Apollo, If I remember correctly OVTI split not more than 6 months ago. Not	tinkershaw	-	7/17/2004
1011	<i>but I still don't have any reason to think there will be a Gorilla	Apollo	-	7/17/2004
1010	Apollo, <i>Mike Buckley had good questions about the the film legacy and	Mike Buckley	-	7/17/2004
1009	Hey, SNDK up big today on somewhat better than expected results. The results we	tinkershaw	-	7/15/2004
1008	Thanks for the reply on OVTI. Buying into Royalty can be dangerous. I bought i	Apollo	-	7/15/2004
1007	One more addition in regard to the market being far from mature is that (1) cell	tinkershaw	-	7/14/2004
1006	OVTI is indeed a Royalty play. It appeared to be in a textbook Tornado, it apea	tinkershaw	-	7/14/2004

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