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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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1655Seems to me that this theory of a "nice" Gorilla is as much bunk as sotinkershaw-10/19/2005
1654ARMHY...Down she goes! John UPDATE: Chip Designer ARM Tumbles On Sales Outlook John Hayman-10/18/2005
1653The wireless revolution...... msnbc.msn.com great article on upcoming WiMax anApollo-10/17/2005
1652I agree. Google's strategy seems to be that we are smarter than everyone eltinkershaw-10/14/2005
1651each time google buys something or enters into new business its a chance to slowJohn Carragher-10/13/2005
1650Is Google Going After eBay -- "The Gorilla" In The Auction Business &lstockman_scott-10/13/2005
1649i thought the latest ipod problem was supply not demand. the units sold in the lJohn Carragher-10/13/2005
1648Google, Comcast Consider Investing in AOL washingtonpost.com Internet Service stockman_scott-10/13/2005
1647<<<what do you think about the float as it relates to share appreciatiotinkershaw-10/12/2005
1646Apple (iPOD) Earnings Bomb Apollo, The 1st clip below is straight from the AppEric L-10/12/2005
1645thanks Tinker glad I had some handle on how it used to be the synergy with Artvoop-10/12/2005
1644Voop, ARM's stated strategy was to rely on continuous licensing fees primartinkershaw-10/12/2005
1643CSCo/Linksys/Skype : IRVINE, Calif., and LUXEMBOURG, Oct 11, 2005 /PRNewswire vkumar-10/11/2005
1642RE: ARM perhaps its the business model that is holding them back Tinker I belvoop-10/11/2005
1641Thanx for the post, Eric. sounds like ARM is reasonably valued at current priceApollo-10/11/2005
1640<I>Ditto to above but here's some real-life emerging products ... <Thomas Mercer-Hursh-10/10/2005
1639ARM Holdings: The Undiscovered Gorilla << Good post on ARM, Eric. >&gEric L-10/10/2005
1638ARM and Fools. John High Five for ARM Holdings By W.D. Crotty (TMFWD40) OctobeJohn Hayman-10/10/2005
1637Good post on ARM, Eric. OK, so 3G is beginning to take off, and ARM should be iApollo-10/10/2005
1636ARM and the 3G Chipset Game ... ... and the newest and most powerful ARM that wEric L-10/8/2005
1635Google plans a new partnership with Sun...Should Microsoft be worried...? news.stockman_scott-10/4/2005
1634I looked a while ago and couldn't find any.... I am also interested in findiLizzie Tudor-10/2/2005
1633are there links to past discussions about Google as a gorilla candidate?voop-10/1/2005
1632Microsoft's nightmare inches closer to reality news.zdnet.comThomas Mercer-Hursh-9/30/2005
1631Qcom.... Qcom has been on a bit of a roll this past month, or so, up around 10%Apollo-9/30/2005
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