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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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1280S&P recently came out with a report (available from a Yahoo! newslink on QCOtinkershaw-12/7/2004
1279short covering most likely.. I think they are finally getting the message bail oJohn Carragher-12/6/2004
1278Apollo; Hi Apollo and UF. Check out Cree today. I had to look twice and rub my eglasart1-12/6/2004
1277ntaP...... THANX JOHN. Looks like NTAP is guiding to increasing growth rates. Apollo-12/5/2004
1276Mac powerbook???? I'm a Windows guy. Don't wish to learn a new OperatiApollo-12/5/2004
1275ntap full page write up this week in barrons. positive. Message 20828232John Carragher-12/5/2004
1274Mac Powerbook G4 ??kumar-12/4/2004
1273>> 1. Where are the portfolios? I don't see links anymore. SI doesn&#Uncle Frank-12/3/2004
1272A couple questions: 1. Where are the portfolios? I don't see links anymoreredlenses-12/3/2004
1271IBM selling PC unit. This bums me out. I've had about 5 consecutive ThinkpaApollo-12/3/2004
1270Apollo, here's the release: UPDATE 3-Network Appliance profit rises on broaTrio-12/3/2004
1269I'll bet that the Chinese PC maker Lenovo will market the computers with an Peter Sherman-12/3/2004
1268remember the days when one used to say "I have an IBM compatible PC" ?kumar-12/3/2004
1267growth , growth and increased forecasts for 2005 after earnings. I think ceo waJohn Carragher-12/2/2004
1266NTAP is on a run....... Can UF or others speak to what is happening with NTAP. Apollo-12/2/2004
1265<<<Would you please share the equation you used for 'Continuing Valtinkershaw-11/29/2004
1264Rambus <i>10:23AM Mike Tarsala's TechWatch Alert -- RMBS (RMBS) 24.3Thomas Mercer-Hursh-11/29/2004
1263Happy Thanksgiving to all those who celebrate the holiday. TRIOTrio-11/25/2004
1262tinkershaw, thanks for sharing your (PVFCF?) numbers on ARMHY and QCOM. Would yorkral-11/24/2004
1261Tinker, <i>the projected growth rate happened to = the discount rate</Mike Buckley-11/24/2004
1260<i>Take a look at the discounted revenue in the last four years. I think ttinkershaw-11/23/2004
1259<pre> ARMHY 11/23/2004 ROIC Term 55% Terminal Growth 3% FCF tinkershaw-11/23/2004
1258<<<why are revenues for 2008 = 2009?>>> Because everything thtinkershaw-11/23/2004
1257why are revenues for 2008 = 2009? Thanks for taking the time to prepare nonethevoop-11/23/2004
1256Analysts favor TXN and AMD over INTC cbs.marketwatch.comThomas Mercer-Hursh-11/23/2004
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