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
1380	<I>I'm not certain what you mean by this, especially the "within	Thomas Mercer-Hursh	-	2/1/2005
1379	<i>...a somewhat different slant on things which might well work well enou	Mathemagician	-	2/1/2005
1378	<I>Not as tough as it sounds...</i> It must not sound very tough, s	Thomas Mercer-Hursh	-	2/1/2005
1377	<i>AKA "Trading" ... now, if only one knew how to do that reliab	Mathemagician	-	2/1/2005
1376	<I>short term play</i> AKA "Trading" ... now, if only one	Thomas Mercer-Hursh	-	2/1/2005
1375	It's a confusing business, Apollo, but there's an underlying pattern and	Uncle Frank	-	1/31/2005
1374	Sandisk, Thanx for the info on Sandisk, Unc. Good to see you in the saddle agai	Apollo	-	1/31/2005
1373	Uncle, any thoughts on NVEC and MRAM announcement this a.m. ?	r.edwards	-	1/31/2005
1372	Eric, Of those numbers, I think, most significant is the growth of WCDMA compar	tinkershaw	-	1/30/2005
1371	TMF's BRational on QCOM Frank, << Thanks for the excellent summary,	Eric L	-	1/30/2005
1370	The Handset Game in 2004 ... ... is now a $100+ Billion game (annually) that si	Eric L	-	1/30/2005
1369	Hi, Stan! Sandisk's report shook me out of my lethargy. I haven't seen	Uncle Frank	-	1/28/2005
1368	I think the future is looking good from these valuations. My 3 year return so f	tinkershaw	-	1/27/2005
1367	ARM Holdings plc (ADR) ... ... closed down $0.24 (4.15%) today after earnings.	Eric L	-	1/26/2005
1366	<<<Different styles. Maybe it's because us docs are busier than you	tinkershaw	-	1/25/2005
1365	News: EMC Quarterly Net Jumps on Strong Sales EMC, the world's largest data	stockman_scott	-	1/25/2005
1364	Qcom...... Tinker, thanx for your generous reply on Qcom and ARM. My investmen	Apollo	-	1/25/2005
1363	ARS, I really have not followed MIPS that much, because frankly, it has been no	tinkershaw	-	1/24/2005
1362	<<<Your explanation indicates Cree is NOT a gorilla, nor doesn't ha	tinkershaw	-	1/24/2005
1361	Tinker is the man on ARMHY. APOLLO	Apollo	-	1/24/2005
1360	Not an ARMHY Regarding ARM, where does MIPS (the other 'reduced instruction	alanrs	-	1/24/2005
1359	Thanks Tinker for taking the time to reply on Cree. As royalty, Cree must be an	Apollo	-	1/23/2005
1358	<<<Why does CREE have a virtual lock on Si Carbide based LEDs? What is	tinkershaw	-	1/22/2005
1357	<i>Yup, that was it.</i> Nice recovery ...	Thomas Mercer-Hursh	-	1/21/2005
1356	>> Indeed, those two quarters make the trailing free cash flow about $1.7	Uncle Frank	-	1/21/2005

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