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Strategies & Market Trends
Gorilla Game Investing in the eWorld

An SI Board Since September 1999

Posts	SubjectMarks	Bans
1817	78	0

Emcee: Teflon	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
1567	ITWO to buy out Aspect Development: <i><b>I2 to buy Aspect Develop	Teflon	-	3/13/2000
1566	Is the B2B Internet Incubator space starting to become overvalued..??....FYI...	stockman_scott	-	3/11/2000
1565	Thanks for the article, Scott. Very good reading and a fairly accurate summatio	Teflon	-	3/11/2000
1564	An interesting article on divine interVentures and the internet incubators...FY	stockman_scott	-	3/11/2000
1563	Excellent, it was like a bell rung REALLY LOUD at 123 today! I think the bottom	MulhollandDrive	-	3/10/2000
1562	Awesome...QCOM at 142 and flying. I couldn't ask for a better day. Teflon	Teflon	-	3/10/2000
1561	It is even older than Hibernia, Michael. The recent IPO's out of Ireland a	ivernia	-	3/10/2000
1560	Like this story... cnbc.com Benny	Benny Baga	-	3/10/2000
1559	You got it Ivernia.....that and the fact I've been in it since $23! Intere	Lou Weed	-	3/10/2000
1558	>>>will eventually offer the same value proposition that a Checkfree c	Benny Baga	-	3/10/2000
1557	Haven't really looked at Bottomline, so I can not comment. Perhaps Checkfr	ghretta1	-	3/10/2000
1556	Hi Michael O'Neill -- Could the fact that IONA is Irish have anything to d	ivernia	-	3/10/2000
1555	Benny, my whole issue with this segment of the market is that every ASP based s	Teflon	-	3/9/2000
1554	>>>It will be an exciting 6 months to see who does come out the winner	Benny Baga	-	3/9/2000
1553	Benny, I have nothing against Checkfree and I believe they will be a force for	ghretta1	-	3/9/2000
1552	Oh I didn't take it that way at all. I was just trying to emphasize that u	MulhollandDrive	-	3/9/2000
1551	Don't get me wrong bp....I'm not knocking AMCC (great product/co.) I w	Lou Weed	-	3/9/2000
1550	I thought any one of them would have been good purchases. And as you can see,	MulhollandDrive	-	3/9/2000
1549	>>>Yes, Checkfree may be a gorilla, but it is very much in the b2c wor	Benny Baga	-	3/9/2000
1548	Thanks for the reply bp. Don't worry about the Rockwell connection......co	Lou Weed	-	3/9/2000
1547	Michael, At the time I bought AMCC, I was also looking at PMCS and CNXT. I wa	MulhollandDrive	-	3/9/2000
1546	RE: LYNX (Lynx Therapeutics) This is a brief description of LYNX that I've	Lou Weed	-	3/9/2000
1545	bp I notice you've got some AMCC....I'm assuming by this you've pr	Lou Weed	-	3/9/2000
1544	So far so good. Most of my purchases were initiated in July/Aug period, but I	MulhollandDrive	-	3/9/2000
1543	Teflon - re: GMST - I actually didn't trade it today (i.e. I held my positi	Sir Francis Drake	-	3/9/2000

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