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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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1105BTW regarding the TREO 600, the things are first generation fragile. My receivetinkershaw-8/28/2004
1104in re ARMHY: another 2 cents... Paying an ARM and a Leg By Rich Smith August 2straight life-8/26/2004
1103China Obviously, China has been an enormous growth engine, perhaps now economicApollo-8/26/2004
1102Behind the ARM-Artisan Deal >> <B>ARM Grasps Artisan for Embedded CEric L-8/25/2004
1101Survival of software's fittest news.com.comstockman_scott-8/25/2004
1100Where Tech Could Bubble Next Year ______________________________________ Businstockman_scott-8/24/2004
1099Storage Does Some Re-Landscaping storagepipeline.comstockman_scott-8/23/2004
1098Hey UF, That has been the case during bubble times, and when the acquirer is petinkershaw-8/23/2004
1097The ARMHY Opp Frank, << Isn't it standard for the shares of an acquiEric L-8/23/2004
1096Isn't it standard for the shares of an acquirer to drop while the shares of Uncle Frank-8/23/2004
1095Yes, but price aside, is it a good match?Thomas Mercer-Hursh-8/23/2004
1094U.K. Fund Managers are bitching that ARM paid too much.....What do they know? ThAnother John-8/23/2004
1093It would appear that the market doesn't like ARM's acquisition of ArtisaThomas Mercer-Hursh-8/23/2004
1092The fact is, is that CREE is still a niche application LED company. Cell phonestinkershaw-8/21/2004
1091cree ..wells fargo intiated coverage yesterday with a buy and target of $31.John Carragher-8/21/2004
1090I think that this interview provides a pretty good overview of where Cree is....slacker711-8/20/2004
1089Do you think we can all agree it was a nice week for Qcom? <g> Actually, Apollo-8/20/2004
1088Mr. Market seems to like the news ...Thomas Mercer-Hursh-8/18/2004
1087What nobody reporting the NTAP earnings...everyone isolated to QCOM only? NTAP Trio-8/17/2004
1086Double your fun ... CDMA and Linux news.com.comThomas Mercer-Hursh-8/16/2004
1085Rambus's fate rests with litigation in the DRAM market. It seems that the rtinkershaw-8/12/2004
1084OFDM and 802.11n: TGn Synch v. WWiSE and Wi-LAN's IP >> <b>FirmEric L-8/12/2004
1083My main semi-man ... Cor van Dobben de Bruyn ... ... just answered your questEric L-8/12/2004
1082Rambus...... Recent analyst presentation by Rambus... chipstocks.net and slideApollo-8/12/2004
1081Cisco drops on low growth, inventory By Chris Kraeuter, CBS.MarketWatch.com Laskumar-8/11/2004
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