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Strategies & Market Trends
Gorilla and King Portfolio Candidates
An SI Board Since February 1999
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Emcee:  Uncle Frank Type:  Unmoderated
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54430This is the ghost of something. Hi everybody! I just dropped in - long time offPirah Naman-10/15/2003
54429Intel...... Beats the street; nice quarter. intel.com ApolloApollo-10/15/2003
54428Smartphones: Dell & Microsoft >> <B>Dell Backs Away from SmartpEric L-10/13/2003
54427Jim, "Sorry for the confusion." No apologies necessary; you make tooApollo-10/12/2003
54426Good article about adoption of Microsoft's CRM app: news.com.com --Mike BuMike Buckley-10/12/2003
54425Apollo, RE: Qualcomm potential and “....I am not convinced about are the very vJim Mullens-10/11/2003
54424"Are there any other Qcom investors on this board, and what do you forsee?&John Carragher-10/11/2003
54423I sold all my jnpr a few weeks ago... darn.. thinking csco would take market andJohn Carragher-10/11/2003
54422I'd like to thank Mike, Eric and Jim for their thoughts related to Qualcomm.Apollo-10/11/2003
54421>> My investment time frame is typically 5 to 10 years. How has QCOM perfoUncle Frank-10/10/2003
54420uf, Re: Naming some of the (QCOM) catalysts that have actually occurred- 1. NoJim Mullens-10/10/2003
54419<<Mr. Market must agree, because Q has underperformed the Nasdaq over the Mr. Sunshine-10/10/2003
54418>> some have actually occurred Would you mind identifying them, Jim? ufUncle Frank-10/10/2003
54417Apollo,Mike, et all, “The big problem I've always had with Qualcomm is thatJim Mullens-10/10/2003
54416Juniper reports. I find their top line growth encouraging for Cisco's prospeUncle Frank-10/9/2003
54415Apollo, <i>Are there any other Qcom investors on this board, and what do Mike Buckley-10/9/2003
54414Qualcomm thoughts ... Apollo, << Overall, as long as one has a 2-12 yearEric L-10/9/2003
54413Frank, Thanks for your guarded view of Qcom. I tend to be pretty optimistic abApollo-10/9/2003
54412Attorney Says Rambus Ruling 'Devastating' to FTC Case Wednesday October straight life-10/9/2003
54411Frank, <i>Maybe I'm tapped into the wrong data feed</i> Still Mike Buckley-10/8/2003
54410>> Management has been telling us for quite awhile that QSI investments wiUncle Frank-10/8/2003
54409Frank, <i>But the rub is cash flow, which is repeatedly hammered by invesMike Buckley-10/8/2003
54408>> By the way, speaking of vision, Unc......... What's your vision forUncle Frank-10/8/2003
54407Gemstar FINALLY signs up Time Warner: quote.fool.com{66A29BE6-AC2B-4080-84AC-CEMike Buckley-10/7/2003
54406<i>Would you be a buyer or a seller here.</i> I know the question wsubstancep-10/6/2003
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