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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
Introduction Compact
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1305Why so many long-term concerns about Microsoft stock...? invest.itmanagersjournstockman_scott-12/13/2004
1304Wall St does not care about employees/customers. It cares about bottomline. Now kumar-12/13/2004
1303PeopleSoft Ends Fight, Accepts Oracle's $10.3 Bln Bid (Bloomberg Update 4) stockman_scott-12/13/2004
1302i wonder this back and forth cost these two companies in customer business and eJohn Carragher-12/13/2004
1301Peoplesoft has agreed to accept a revised $10.3bn (£5.3bn) takeover bid frokumar-12/13/2004
1300Big Blue vs. Big Green blogs.zdnet.comstockman_scott-12/11/2004
1299Having been through Toshibas and Compaq's, I now use a ThinkPad I've hadSI Bob-12/11/2004
1298Thinkpads, IBM.... Nice article in WSJ on IBM/Lenovo and Thinkpads on Friday. Apollo-12/11/2004
1297I believe they will market under ibm name for five years. part of the conditionJohn Carragher-12/11/2004
1296<I'll bet that the Chinese PC maker Lenovo will market the computers withkumar-12/10/2004
1295<i>I'll bet that the Chinese PC maker Lenovo will market the computersSI Bob-12/10/2004
1294Infineon Execs Plead Guilty Arik Hesseldahl, 12.02.04, 6:30 PM ET NEW YORK - Thomas Mercer-Hursh-12/9/2004
1293Analysts cautious on new Siebel strategy Push into smaller business segment coulkumar-12/8/2004
1292<i>Blame that on Tinker. His post got me going. :)</i> I guess Itinkershaw-12/8/2004
1291Very interesting post! Do you have projected stock price targets to accompany yAMF-12/8/2004
1290Apollo, <i>reflective of the old, and more verbose MB of yore</i> Mike Buckley-12/8/2004
1289Seems likely, but I think this is the most important part: <I>which I douThomas Mercer-Hursh-12/8/2004
1288Mike, that was a great post, and reflective of the old, and more verbose MB of yApollo-12/8/2004
1287That looks familiar. I will open up the laptop tonight (unless something gets itinkershaw-12/8/2004
1286re "<I>I programmed it into Excel and then forgot what all the littlerkral-12/8/2004
1285Tinker, While I have been accused (maybe rightfully so) of thinking of the GoriMike Buckley-12/8/2004
1284NTAP has been mentioned here as well recently. One of my first investments. Dotinkershaw-12/7/2004
1283One other thing, and I think CSCO and MSFT are very illustrative of this, QCOM&#tinkershaw-12/7/2004
1282<<<Was it a slip of the keyboard or was it really the analyst's inttinkershaw-12/7/2004
1281Tinker, If Qualcomm increases FCF per share 30% annually over the next five yeaMike Buckley-12/7/2004
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