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
1255	Tinker, Thanks for those numbers. Take a look at the discounted revenue in t	Mike Buckley	-	11/23/2004
1254	<pre> Qualcomm 11/22/2004 ROIC Term 55% Terminal Growth 3% FCF	tinkershaw	-	11/22/2004
1253	Hmmm, Rambus jumping today! Rumor that it is leaked informatio out of Asia whe	tinkershaw	-	11/22/2004
1252	The other aspects you cite are not worth the investment at this time. RMBS has	tinkershaw	-	11/19/2004
1251	<<<3. Rambus will clean up, shortterm, in winning big trials and summar	tinkershaw	-	11/18/2004
1250	more like a soap opera	voop	-	11/18/2004
1249	RDRAM..... <i>In practical terms, is this still true? The last time I upg	Apollo	-	11/18/2004
1248	<I>More seriously, I worry that, although RDRAM is a superior technology t	Thomas Mercer-Hursh	-	11/18/2004
1247	Rambus. Thanks Voop. Whoever wrote that summary of the Rambus patent infringeme	Apollo	-	11/18/2004
1246	Why Rambus now????? <i>...just a hunch. A good hunch short-term (but alre	Apollo	-	11/18/2004
1245	Apollo, Thanks for the replies - I also feel the same way that there is very go	sschahal	-	11/18/2004
1244	Thanks for your thoughts about that upcoming tech bubble, Tinker. Looking forwa	Mike Buckley	-	11/17/2004
1243	Apollo, I'm also quite positive on the antitrust developments against the 3	tinkershaw	-	11/17/2004
1242	Why Rambus? Lets just say I've had less time than ever to keep abreast of t	tinkershaw	-	11/17/2004
1241	<<<Am I right that you were predicting more of a tech-wide bubble of a	tinkershaw	-	11/17/2004
1240	<<<To change the subject, what are the growth rates you are now assumin	tinkershaw	-	11/17/2004
1239	Message 20775688	voop	-	11/17/2004
1238	And the winner is ... ... Tony Thornley. I usually give the "Most Creativ	Eric L	-	11/17/2004
1237	anybody holding tasr. i have watched it run.. now at peak of a few months back	John Carragher	-	11/17/2004
1236	Tinker, You're investing in Rambus again. Other than a local district court	Apollo	-	11/17/2004
1235	Qcom: London Investor Day Phenomenal set of slides available here: qualcomm.co	Apollo	-	11/17/2004
1234	Tinker, <i>I predicted a renewed mini-bubble would develop</i> You	Mike Buckley	-	11/16/2004
1233	<<<Your comment inspired me to check out the data for EBAY just for kic	tinkershaw	-	11/16/2004
1232	<<Did you notice, recently, that their purported 10 to 1 cost advantage ov	tinkershaw	-	11/16/2004
1231	Are you listening to the call, Peter? If so, please give a summary. uf	Uncle Frank	-	11/16/2004

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