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

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Reply	Message Preview	From	Recs	Posted
980	Slightly OT: Are there any decent ways to learn about options? There appear	saukriver	-	6/24/2004
979	The news could not be better out of the U.S. for QCOM, Sprint, Verizon, accelera	tinkershaw	-	6/23/2004
978	Cingular announced yesterday that they are doing a UMTS trial in Atlanta - FWIW	Peter Sherman	-	6/23/2004
977	The answer is in, Sprint goes EV-DO: biz.yahoo.com Now the remaining major hol	tinkershaw	-	6/22/2004
976	Regardless of what it would do to the stock, man do I not want Ellison anywhere	Thomas Mercer-Hursh	-	6/22/2004
975	Oracle says Siebel would be its second choice ________________________________	stockman_scott	-	6/22/2004
974	Hey Apollo, I'll take a listen. To me, the more immediate and important de	tinkershaw	-	6/18/2004
973	Qcom: I just listened to the CEO of Nextel, Tim Donahue, make a recorded presen	Apollo	-	6/18/2004
972	Mike, re: 32 years trailing FCF. My confidence in QCOM's ability to doubl	tinkershaw	-	6/18/2004
971	Some Housekeeping items re: Qualcomm- 1. S&P Core Earnings- Some, includ	Jim Mullens	-	6/18/2004
970	Ron, Thanks for the heads up that the term, "fully diluted," is no lo	Mike Buckley	-	6/17/2004
969	Mike, re "<I>Bear in mind that employee stock options that are in the	rkral	-	6/16/2004
968	<I>So, if the price of Qualcomm's stock increases, there will also be	Exacctnt	-	6/16/2004
967	Ron, Our discussion of dilution caused by employee stock options continues. &l	Mike Buckley	-	6/16/2004
966	Ron, <i>I haven't found an official definition of total dilution, but	Mike Buckley	-	6/16/2004
965	Mike, re "<I>total dilution</I>" I haven't found an o	rkral	-	6/15/2004
964	Ron, <i>Firstly, QCOM's record shows that an average 3.3% of shares o	Mike Buckley	-	6/15/2004
963	Jim, re "<I>Running the above with the Quicken default discount rate	rkral	-	6/15/2004
962	Mike/ all, re: Qualcomm DCF evaluation, and “On the other hand, I do agree with	Jim Mullens	-	6/15/2004
961	Mike, re "<I>I do believe a lot of people think of the discount rate	rkral	-	6/15/2004
960	dcf is based on assumtions. inflate the base and the dcf is looks great be cons	John Carragher	-	6/15/2004
959	Ron, <i>There is no "risk discounting", per se, AFAIK. </i&g	Mike Buckley	-	6/15/2004
958	>> But since I believe it is still a free country on this thread if a pers	Uncle Frank	-	6/15/2004
957	Well Mike, I see that you responded to my post in a post to Rkal, and ended it w	hueyone	-	6/15/2004
956	Jim, re "<I>does DCF still understate the present worth of the compan	rkral	-	6/14/2004

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