Gorilla and King Portfolio candidates - Moderated

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Strategies & Market Trends
Gorilla and King Portfolio candidates - Moderated

An SI Board Since October 2003

Posts	SubjectMarks	Bans
2955	334	0

Emcee: Uncle Frank	Type: Moderated

Introduction Compact

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

Reply	Message Preview	From	Recs	Posted
955	Mike, re "<I>Comparing FCFPDS between companies is no more meaningful	rkral	-	6/14/2004
954	Jim, <i>It’s my understanding that the DCF model ( a determination of tod	Mike Buckley	-	6/14/2004
953	Ron, <i>I'm curious as to whether or not you also use FCFPDS as the b	Mike Buckley	-	6/14/2004
952	Mike, thanks for your reply Re: Qualcomm DCF valuation and “Like all valuation m	Jim Mullens	-	6/14/2004
951	Jim, <i>The discounted FCF methodology in the $60 per my recollection.<	Mike Buckley	-	6/14/2004
950	Jim, <i>Wonder if the DCF method ever works /worked for projected high gr	Mike Buckley	-	6/14/2004
949	Apollo, Re: Qualcomm and the BW Big Bang article (minus Qualcomm) Snips / my co	Jim Mullens	-	6/14/2004
948	Mike, re: Qualcomm and “Though the continued increase in FCF per share following	Jim Mullens	-	6/14/2004
947	Apollo, Re:"Is this really true, the "convergence platform"? Yes	Jim Mullens	-	6/14/2004
946	thanx, Jim. Actually, I wasn't aware of the relabeling of the MSM. Is this r	Apollo	-	6/14/2004
945	Apollo, Re: Digital Convergence, thanks for sharing that great article of what t	Jim Mullens	-	6/14/2004
944	Digital Convergence........ Fascinating article on Digital Convergence, and wha	Apollo	-	6/14/2004
943	Mike, re "<I>You probably don't need to be reminded that I follow	rkral	-	6/14/2004
942	Mike, What a delight for me to see your contribution to this folder, which I ve	Apollo	-	6/14/2004
941	Ron, <i>If I'd taken some bean-counting courses decades ago</i>	Mike Buckley	-	6/14/2004
940	Mike, re "<I>The company is now generating more than $1.5 billion in	rkral	-	6/13/2004
939	re: The company is now generating more than $1.5 billion in annual free cash fl	hueyone	-	6/13/2004
938	Apollo, I'm uncharacteristically behind in my reading by a few days. I won	Mike Buckley	-	6/13/2004
937	Shhhh. If they hear you crowing, they'll crush us all. uf@stealthmode.com	Uncle Frank	-	6/11/2004
936	Hellloooooooooooooo! Anybody out there? Qcom finished at the high for the day,	Apollo	-	6/10/2004
935	INTC v. NTAP/EMC news.com.com Intel eyeing storage white boxes? By Ed Frauenhe	saukriver	-	6/7/2004
934	Qualcomm..."Leave your cable at home" Another good article in Boston	Apollo	-	6/6/2004
933	Killer applications......Qualcomm Part of what will drive and accelerate 3G exp	Apollo	-	6/5/2004
932	Some interesting bits here iht.com relative to Intel as a gorilla and the perils	Thomas Mercer-Hursh	-	5/17/2004
931	Jeff, <i>You need a cell phone with a PDA and digital camera built-in.<	Mike Buckley	-	5/15/2004

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