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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

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
54355	<i>" In response to a question he further stated that when the time c	w molloy	-	9/4/2003
54354	John, at the recent George Gilder Telecosm Intel’s COO Otellini stated that all	Jim Mullens	-	9/3/2003
54353	thank you for your input...	John Carragher	-	9/3/2003
54352	<i>Valuejet?</i> Yes! Thank you. --Mike Buckley	Mike Buckley	-	9/3/2003
54351	MSFT & INTC in the wireless arena John, << do you see msft and intc	Eric L	-	9/3/2003
54350	Valuejet?	John Carragher	-	9/3/2003
54349	Crystal Balling Wireless $$$ DY, << I realize you are more of a technolo	Eric L	-	9/3/2003
54348	My own take is that CSFB is just a catalyst; the direction of least resistance i	straight life	-	9/3/2003
54347	Aparently investors are less discriminating than airline customers. When a comm	Mike Buckley	-	9/3/2003
54346	Eric do you see msft and intc going into wireless big time... ? Could they be a	John Carragher	-	9/3/2003
54345	Wireless John, << Although you are long qcom i always got the impression	Eric L	-	9/3/2003
54344	Although you are long qcom i always got the impressions you held much more in no	John Carragher	-	9/3/2003
54343	<i>Beyond that, wireless gods willing, royalty revenue from 3GSM WCDMA and	DaYooper	-	9/2/2003
54342	QCOM Chipset Market Share Frank, << <I>Since it is extremely obvio	Eric L	-	9/2/2003
54341	Thinking Small: Chipwise >> <b>Chip Giants Going Nano a Nano</b&	Eric L	-	9/2/2003
54340	>> Since it is extremely obvious that Qualcomm lost market share in Q2 as	Uncle Frank	-	9/2/2003
54339	Qualcomm's Recently Reduced CDMA Chipset Market Share Jim << I’m gla	Eric L	-	9/1/2003
54338	Hi old buddies saw this on wind board and thought it was illustrative of a big	voop	-	9/1/2003
54337	<i>At least publicly QUALCOMM has elected to skip a cdma2000® Release	kech	-	8/31/2003
54336	According to this article, many tech companies are still partying with options l	hueyone	-	8/31/2003
54335	Eric, Many thanks for your insight clarifying the EV DO / DV issues and your ta	Jim Mullens	-	8/30/2003
54334	Unfortunately, 3g took too long getting off the ground. The economics just aren	Dexter Lives On	-	8/30/2003
54333	Ten years ago I would never have believed that the internet would become such an	DaYooper	-	8/30/2003
54332	Times, they are a'changin'... Message 19257539 <i> Motorola's	Dexter Lives On	-	8/29/2003
54331	Industry shaper A major objective in developing the company’s connectivity stra	Dexter Lives On	-	8/29/2003

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