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Strategies & Market Trends
Gorilla and King Portfolio candidates - Moderated
An SI Board Since October 2003
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Emcee:  Uncle Frank Type:  Moderated
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1080Cisco is Crisco <I>Cisco reported record-setting numbers this week. Why hEric L-8/11/2004
1079UF, Cisco reported record-setting numbers this week. Why has it been disproportApollo-8/11/2004
1078Ahhh, Excellent! The only specs I could find listed the ARM9. Should have remetinkershaw-8/6/2004
1077Two ARMed Palm TREO 600s Tinker, << The sad truth is that I can only finEric L-8/6/2004
1076The sad truth is that I can only find one ARM core in the TREO 600. The excitintinkershaw-8/5/2004
1075The "ARMs Inside" SmartDevices Game << Tinker all warm and fuzzEric L-8/4/2004
1074SanDisk... Just listened to the conference call/presentation by SanDisk at an aApollo-8/4/2004
1073The Chasm Group (TCG) and TCG Advisors Tinker and I have been involved in some Eric L-8/4/2004
1072<i>Each subscriber may have a choice of multiple devices, ie handset, lapttinkershaw-8/3/2004
1071Wireless Subscriber and Device Crystal Balling Apollo, << 1. No mentioEric L-8/3/2004
1070Global Wireless Subscriber Growth..... Thanx for that article. Essentially, EMApollo-8/3/2004
1069While I fully understand this position re RMBS and RDRAM, I would think that theThomas Mercer-Hursh-8/3/2004
1068<i>If true, then Rambus shareholders still need Court victories to really tinkershaw-8/2/2004
1067T-O-R-N-A-D-O #2. Nuff said. Tinkertinkershaw-8/2/2004
1066Qualcomm jumps on upgrade Analyst: 3G networks will deliver future earnings Bykumar-8/2/2004
1065Global Wireless Subscriber Growth I missed this press release over 30 days ago Eric L-8/2/2004
1064Wireless Replacement Cycles. Hi John, << I have found that most consumerEric L-8/2/2004
1063Qualcomm's business model is based on the consumer electronics model....consAnother John-8/2/2004
1062<I>well after laggard</i> ludditeThomas Mercer-Hursh-8/1/2004
1061Carrier subsidies for camera phones..... It is true that potential pitfalls exiApollo-8/1/2004
1060From early adopters to laggards..........I don't see that any of these fit BApollo-7/31/2004
1059Verizon Wireless. << vz seems to make a lot of money in wireless. >&gEric L-7/31/2004
1058The Mobile Wireless Subscriber TALC >> <B>Traditionalists to TechnEric L-7/31/2004
1057vz seems to make a lot of money in wireless. If they even give away phones don&#John Carragher-7/31/2004
1056Mobile Wireless: The Subsidy Trap Tinker, <I>"Once penetration reacEric L-7/31/2004
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