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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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2380I asked my wife, a research librarian for a small but well respected investment alanrs-11/27/2007
2379I'd like to propose that the thread look at Autonomy, a British software comAnother John-11/27/2007
2378I would enjoy a revival of the thread concept. MMathemagician-11/23/2007
2377Poll Questions Response & A Questions for You Hello Frank, << 1. ShoEric L-11/17/2007
2376I've had this thread bookmarked for a number of years as I always like the cdylan murphy-11/17/2007
2375Thomas, <i>Meaning not High Tech?</i> Meaning any industry. --MikMike Buckley-11/17/2007
2374isrg, high tech, high growth no competition , yet.John Carragher-11/17/2007
2373growth companies with sustainable, competitive advantages. got my vote. i wantJohn Carragher-11/17/2007
2372Meaning not High Tech?Thomas Mercer-Hursh-11/17/2007
2371Thomas, Now that I understand that GM = Geoffrey Moore, I can answer your initiMike Buckley-11/16/2007
2370<I>what is GM?</i> Not what, but whom. Geoffrey Moore.Thomas Mercer-Hursh-11/16/2007
2369Thomas, <i>So, you would advocate more of a GM thread than a G&K threMike Buckley-11/15/2007
2368<i> boy, that let everyone out of participating.. re item 2. gg </i&gMike Buckley-11/15/2007
2367Given the growth of large datacenters and the availability of lots of cheap compThomas Mercer-Hursh-11/15/2007
2366<I>I think the FM is more of an asset than a liability when evaluating higThomas Mercer-Hursh-11/15/2007
2365boy, that let everyone out of participating.. re item 2. ggJohn Carragher-11/15/2007
2364<i>1. Should we try to revitalize the G&K thread, or is the FM more ofMike Buckley-11/15/2007
2363Tucci Basking in Glow of VMware Bet—And Says Competitors Are Way Behind xconomystockman_scott-11/15/2007
2362I, for one, would be happy for revival. I think most of Moore's observationThomas Mercer-Hursh-11/14/2007
2361Glad to see you're a survivor, Erick! Stick around and help me figure out wUncle Frank-11/13/2007
2360OT: Professor: A double negative is a positive, but there's no instance of erickerickson-11/13/2007
2359VMware Unveils Next Generation of Free VMware Server virtual-strategy.comstockman_scott-11/13/2007
2358And now a move from Microsoft pcworld.comThomas Mercer-Hursh-11/13/2007
2357Barely recall Red Brick, but Actuate still has the premier reporting product.Thomas Mercer-Hursh-11/13/2007
2356Used to be a company called Red Brick in the same space - anyone know what happekumar-11/13/2007
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