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Strategies & Market Trends
Gorilla and King Portfolio Candidates

An SI Board Since February 1999

Posts	SubjectMarks	Bans
54805	618	0

Emcee: Uncle Frank	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
54130	TI (TXN) and Qualcomm (QCOM) and Wireless IC's Jim, << Where is the	Eric L	-	6/16/2003
54129	Eric, thanks for the Wireless IC market share info. Pretty impressive on Qualco	Jim Mullens	-	6/16/2003
54128	>At Sun's headquarters, located at the site of an abandoned insane asylum	Dinesh	-	6/16/2003
54127	Sun Microsystems deep in identity crisis _________________________________ By M	stockman_scott	-	6/15/2003
54126	you are right and thanks for reminding me. my apologies for this rather careless	Dinesh	-	6/15/2003
54125	Wireless IC Market Share (QCOM, TXN) <pre><B>Top 10 Wireless IC Mak	Eric L	-	6/15/2003
54124	Gartner sez CRM 2002 licensing revenue declined 25%. Siebel's market share	Mike Buckley	-	6/15/2003
54123	>> It' hard for me to believe that current pricing takes into account	Uncle Frank	-	6/14/2003
54122	Frank, <i>Suspicion of corporate executives is one of the major factors h	Mike Buckley	-	6/13/2003
54121	Here's the breakout of Adobe's businesses, from their 10Q of 4/11/03: &	Uncle Frank	-	6/13/2003
54120	Disasterous. Suspicion of corporate executives is one of the major factors hold	Uncle Frank	-	6/13/2003
54119	"Interesting" isn't exactly the word I imagine someone using who h	Thomas Mercer-Hursh	-	6/13/2003
54118	Interesting story about CREE. reuters.com Former Cree Chief Executive Sues Com	Dinesh	-	6/13/2003
54117	>> Adobe's software that manipulates images (PhotoShop etc) is proprie	Uncle Frank	-	6/13/2003
54116	Adobe, Frank, << Certainly Adobe appears to the King of the digital dark	Eric L	-	6/13/2003
54115	Frank, <i>Certainly Adobe appears to the King of the digital darkroom, bu	Mike Buckley	-	6/13/2003
54114	Before I comment, let me caution that you could have made a fortune over the pas	Uncle Frank	-	6/13/2003
54113	UF, ADBE has been on my tech stock watch for a long time. I've always liked	DiB	-	6/13/2003
54112	Adobe issued an excellent earnings report yesterday, but issued conservative gui	Uncle Frank	-	6/13/2003
54111	Interesting press release from Network Appliance, a King that we've been fol	Uncle Frank	-	6/12/2003
54110	ARM Holdings PLC (ARMHY) CFO Interview Good concise overview of ARM ... >&	Eric L	-	6/11/2003
54109	IBM's Mills Takes Jabs at Ellison ___________________________________ By Den	stockman_scott	-	6/10/2003
54108	Antitrust concerns raised on Oracle bid _______________________________________	stockman_scott	-	6/10/2003
54107	" but to destroy the merger and hurt PSFT's short term business. "	mmbw	-	6/10/2003
54106	<I>Doesn't brain power leave when the dust settles?</i> Ellison	Thomas Mercer-Hursh	-	6/10/2003

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