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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
54230	I believe the term that has been used is BPO, or Business Process Outsourcing. I	Dinesh	-	7/21/2003
54229	I think this fervent outsourcing to india has magically made the ASP model work	Lizzie Tudor	-	7/21/2003
54228	Either Siebel management entered the ASP market too soon, gave up on it too soon	Mike Buckley	-	7/20/2003
54227	Jurgis, I should have been more clear. I think the equity-based portion of the	Mike Buckley	-	7/20/2003
54226	Mike, I respectfully disagree that "equity-based portion of the compensati	Jurgis Bekepuris	-	7/20/2003
54225	Jurgis, <i>So I would abolish all incentive pay. </i> I appreciate	Mike Buckley	-	7/20/2003
54224	>>Microsoft says that managers will be awarded shares only if they meet ce	Jurgis Bekepuris	-	7/20/2003
54223	The important thing to me about these grants is the use of the term "manage	Lizzie Tudor	-	7/20/2003
54222	<i>Microsoft says that managers will be awarded shares only if they meet c	hueyone	-	7/20/2003
54221	Welcome back, Mike. Hope you didn't get lost while you were hiking around C	Uncle Frank	-	7/20/2003
54220	Dinesh, Sorry that I wasn't able to answer your question immediately. You&	Mike Buckley	-	7/20/2003
54219	Frank, <i>The only disappointment has been Siebel, and I'm seriously	Mike Buckley	-	7/20/2003
54218	<i>Microsoft says that managers will be awarded shares only if they meet c	Mike Buckley	-	7/20/2003
54217	Excellent pics Unq. I've been taking some too -- birds, deer, eagles and co	DaYooper	-	7/18/2003
54216	It's been a nice period to ignore the market, and let the battered old portf	Uncle Frank	-	7/17/2003
54215	Perhaps if he should get back to you, ask him why BINSBA, INC is not registered	Mr. Jens Tingleff	-	7/17/2003
54214	Rambus Q2 Report...... Listened to the July 14th webcast. Here are my notes.	Apollo	-	7/16/2003
54213	Intel quarterly report...... Finally, the worm is turning, and corporate enterpr	Apollo	-	7/16/2003
54212	Mike, (and any other accounting/economics savvy folks) There is this example o	Dinesh	-	7/16/2003
54211	Apollo: Thanks for sharing your perspective. -s2	stockman_scott	-	7/14/2003
54210	Uncle Frank I am pleased to hear about Ken's progress. I don't know hi	Apollo	-	7/14/2003
54209	Eliminating Options at Microsoft ___________________________________ Editorial	stockman_scott	-	7/14/2003
54208	Weak IT Budgets Change More Than Just Dollars and Cents InformationWeek July 1	stockman_scott	-	7/12/2003
54207	The IT supply chain _________________________ 2nd QTR IT Demand Survey beacon1	stockman_scott	-	7/12/2003
54206	The Tech Rally Is No Freak Performance By Timothy J. Mullaney BusinessWeek Onli	stockman_scott	-	7/12/2003

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