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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
54330	3G Mobile Wireless and IEEE 802.1x WLAN Systems Linked below is the introductor	Eric L	-	8/29/2003
54329	Sold part of my position in ARMHY today. If I did not consider it a possible fut	Jurgis Bekepuris	-	8/28/2003
54328	<i>I have to admit that I've found Sprint's Clear Vison services l	slacker711	-	8/28/2003
54327	Q: Do you believe that 3G will not happen? A: Yes, that is substantially correct	Uncle Frank	-	8/28/2003
54326	<i>Do you believe that 3G will not happen? </i> Yes, that is substan	Dexter Lives On	-	8/28/2003
54325	(1) can they defend that position from the bigs wading in The bigs began wading	Uncle Frank	-	8/28/2003
54324	<i>Too bad about the 85% they can't touch...</i> Hey there Rob	DaYooper	-	8/28/2003
54323	Sure UF, I acknowledge their current grip on that 15%. What is of interest no	Dexter Lives On	-	8/27/2003
54322	Thanks, Rob. >> QUALCOMM has been unable to break out of its (15%) niche.	Uncle Frank	-	8/27/2003
54321	Games afoot ... Frank, << Re "The games afoot ...", based on	Eric L	-	8/27/2003
54320	UF, I honestly believed I was contributing an insight, not curmudgeonliness. QU	Dexter Lives On	-	8/27/2003
54319	Rob, one of the subtle differences between this and other forums is that we trad	Uncle Frank	-	8/27/2003
54318	<i>Caught in the middle of this are spectrum constrained CDMA carriers lik	slacker711	-	8/27/2003
54317	Yes UF, they've captured that 15% mightily! Too bad about the 85% they can&	Dexter Lives On	-	8/27/2003
54316	>> QUALCOMM's market share of base station modems (CSMs) is even great	Uncle Frank	-	8/27/2003
54315	Thanks Eric, for the analysis/perspective. TRIO	Trio	-	8/27/2003
54314	Eric, To the extent that I can understand your post, thank you for that helpful	Mike Buckley	-	8/27/2003
54313	most open standard <b>=</b> just a little pregnant jmho. rob	Dexter Lives On	-	8/27/2003
54312	Proprietary Control of Architecture (QCOM v. NOK) <I>"The success of	Eric L	-	8/27/2003
54311	Is anybody looking @ MAXF? Will it really go to $18? TIA, BT	Bruce A. Thompson	-	8/27/2003
54310	Here is the article: <i>Dell's Hollow Share Buybacks</i> fool	hueyone	-	8/26/2003
54309	Frank, <<is there any indication that Siebel will modify its practices to	Mike Buckley	-	8/26/2003
54308	That should stop some of the bad publicity, but is there any indication that Sie	Uncle Frank	-	8/26/2003
54307	Siebel has settled the suit by the public pension fund alleging misuse of stock	Mike Buckley	-	8/26/2003
54306	MessageGate Inc. ____________________________ By HELEN JUNG THE ASSOCIATED PRE	stockman_scott	-	8/26/2003

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