Profile for Adam Nash
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Date Joined Mar 2 1998 User Level
Posts 943 Boards Moderated2
PeopleMarks 7 Bans Issued 0
Ignored By 1 Bans Received 0

Personal Information
Location: Sunnyvale, CA
College: Stanford, Harvard
Favorite Stocks: AAPL AMCC AMGN CSCO INTC MSFT ORCL PFE PIXR RBAK Q WFC
Investment Style: Long Term Value
Investment Experience: 7 Years
Interests and Hobbies: Volleyball, Games
25 Most Recent SubjectsLast PostPosts
Pixar Animation09-01-02 03:38 PM 112
CRIO: Corio, Inc.04-05-02 08:44 PM 1
Apple Inc.03-19-02 06:58 PM 298
EMC How high can it go?11-02-01 11:29 AM 2
Redback Networks, Inc. (RBAK)07-12-01 02:31 PM 10
Lucent Technologies (LU)07-11-01 12:56 PM 14
Cisco Systems, Inc. (CSCO)07-05-01 09:17 AM 56
Riverstone Networks (RSTN)06-20-01 04:53 PM 13
Preview Systems, Inc. (PRVW)05-18-01 09:45 AM 7
BlueArc05-10-01 12:10 PM 1
Interwoven (IWOV)05-04-01 11:28 PM 4
Applied Micro Circuits Corp (AMCC)04-09-01 05:17 PM 8
Sycamore Networks Inc-(SCMR)04-05-01 07:36 PM 11
Agere Systems (AGR.A & AGR.B)03-27-01 05:58 PM 11
How high will Microsoft fly?03-05-01 10:57 AM 1
Oracle Corporation (ORCL)03-04-01 07:08 PM 39
Cabletron Systems (CS: NYSE)02-16-01 12:11 AM 2
Juniper Networks - JNPR02-01-01 04:26 PM 3
Stock-Picking Challenge01-31-01 11:06 PM 1
InterTrust Technologies (ITRU) -- Digital Rights01-26-01 03:57 PM 12
Intel Corporation (INTC)01-23-01 10:35 PM 19
Spin-Off Discussion01-23-01 07:05 PM 1
Airspan Networks AIRN10-24-00 02:03 PM 2
PFE (Pfizer) How high will it go?09-14-00 05:14 PM 2
Amgen Inc. (AMGN)07-27-00 06:24 PM 7
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Posts by Adam Nash
MessageSubjectRecsDate/Time (ET)
Seeing low $30s again isn't out of the picture. It'll depend on how Nemo does, Pixar Animation 09/01/2002 03:38:58 PM
Now, Now, while I love to be quoted lets put my post in context. http://www.silPixar Animation 08/31/2002 02:58:13 PM
Wow. Very impressed with PIXR last couple of months. I guess it never settled Pixar Animation 05/07/2002 08:09:39 PM
Wow. Dead board, but the stock has been performing as of late. Anyone still CRIO: Corio, Inc. 04/05/2002 08:44:25 PM
FYI to all, interesting article at Stanford on the original product design projeApple Inc. 03/19/2002 06:58:19 PM
No doubt we are seeing a bit of that already. When is the earnings announcementPixar Animation 02/05/2002 08:53:39 PM
Interesting. I meant "Film Four" and "Film Five" based on the Disney contract, Pixar Animation 01/27/2002 02:44:04 PM
Sweet coverage in PC Magazine for new iMac: http://www.pcmag.com/article/0,2997Apple Inc. 01/25/2002 06:00:17 PM
What is the current release schedule for upcoming movies. Last I had heard therPixar Animation 01/25/2002 12:33:39 PM
This is the well established pattern of Pixar. After the movie release, all thePixar Animation 01/24/2002 05:07:47 PM
Moving from 867Mhz to 1Ghz is a bigger difference than moving from 2Ghz to 2.2GhApple Inc. 01/18/2002 06:33:31 PM
Yeesh. That chart in the bottom right just is relentless from Dec 31 to now...Pixar Animation 01/17/2002 01:07:47 PM
I miss Eric's reports too. He did a great job, with really nothing more than puApple Inc. 01/17/2002 01:04:05 PM
I do not believe that I had to click through 40+ posts of meaningless argument oApple Inc. 01/17/2002 12:49:55 AM
<i>I browsed the negative iMac reviews, the only criticism that has some oomph iApple Inc. 01/15/2002 12:48:00 PM
Well, the inevitable is happening. Despite excellent performance and outstandinPixar Animation 01/15/2002 12:43:30 PM
I bought my G4/450 Sawtooth October 1999. It's been over two years, and while IApple Inc. 01/02/2002 04:18:30 PM
Notice the present tense in the statement "Apple <i>offers</i> an incredible ranApple Inc. 01/02/2002 04:11:53 PM
As I had posted earlier, it has been my experience that Pixar tends to go througPixar Animation 01/02/2002 01:47:03 PM
You'll get flat panel iMacs, just no G5. Should be good. There is a good artApple Inc. 12/07/2001 07:26:56 PM
Much more likely than G5 release at Macworld SF: http://maccentral.macworld.comApple Inc. 12/04/2001 11:12:18 AM
Thanks, BTW, for posting these numbers. They are great. I am definitely goinPixar Animation 11/30/2001 12:25:58 AM
Not exactly. I believe 10.1 can only see Appletalk IP, so you'll need to turn oApple Inc. 11/30/2001 12:24:15 AM
I'm guessing, BTW, that your speed problems may have less to do with the 350Mhz Apple Inc. 11/30/2001 12:22:41 AM
It's funny. I don't think I disagree with any of your assessment of Pixar's expPixar Animation 11/25/2001 12:38:08 AM
I think you are correct about Pixar. Remember I am fundamentally long on the coPixar Animation 11/24/2001 01:58:57 PM
You ask a fair question. I'm trying to look introspectively and figure out why Apple Inc. 11/24/2001 01:50:06 PM
While I am very excited about the success of Monsters, Inc, I think you are on dPixar Animation 11/21/2001 11:13:05 AM
<i>How many people really believe Apple will announce G5 Power Macs this winter?Apple Inc. 11/21/2001 11:08:11 AM
Yes, the problem was for people with Mac OS X, and with multiple logical partitiApple Inc. 11/04/2001 07:04:01 PM
To copy from Acrobat, you have to click the "Text" button, which looks like a "TEMC How high can it go? 11/02/2001 11:29:05 AM
As a long time PIXR long, I can attest to the fact that the run-up always seems Pixar Animation 10/28/2001 01:06:34 AM
It's likely not a question of whether it could work, but rather a question of whApple Inc. 10/17/2001 09:30:45 PM
As a fellow Apple long, I agree that Apple at current prices seems to have stronApple Inc. 08/19/2001 02:30:10 AM
I also would not be that concerned about the P/E. With Compaq's announcement, AApple Inc. 07/27/2001 07:35:24 PM
It's unclear at this point whether the reaction is purely to the low revenue guiApple Inc. 07/18/2001 05:16:59 PM
Looks like the market is not happy with the revenue guidance. Traditionally AppApple Inc. 07/17/2001 06:02:05 PM
The market certainly isn't reacting with confidence yet with RBAK. They areRedback Networks, Inc. (RBAK) 07/12/2001 02:31:33 PM
In terms of the convertible: I agree they wouldn't be able to borrow at reasonaRedback Networks, Inc. (RBAK) 07/12/2001 12:51:21 PM
Dave: I agree that it was surprising that Redback did not merge with a strongRedback Networks, Inc. (RBAK) 07/12/2001 10:43:43 AM
Dave: Redback right now has two product lines: SMS and SmartEdge. Do you seeRedback Networks, Inc. (RBAK) 07/11/2001 09:16:39 PM
Alright, I am thinking of dinosaurs. Can you explore this metaphor with Lucent Lucent Technologies (LU) 07/11/2001 12:56:18 PM
Interesting Announcement: http://www.aberdeennews.com/content/aberdeen/2001/07/Apple Inc. 07/05/2001 04:13:09 PM
<i>A person can't get rich on (your stated) 33% additional slice of salary, but Cisco Systems, Inc. (CSCO) 07/05/2001 09:17:32 AM
That's great. I think Win2K actually shipped at over 30 million, as McNealy oftApple Inc. 06/21/2001 08:04:59 PM
http://biz.yahoo.com/bw/010620/0480.html Looks great!Riverstone Networks (RSTN) 06/20/2001 04:53:31 PM
Alomex, We can stall this thread here. Once again, I wasn't saying you werApple Inc. 06/05/2001 01:56:38 AM
I am afraid that the economics are nowhere nearly as simple as you portray them Apple Inc. 06/04/2001 04:32:40 PM
Interesting you mention the Dell pricing pressure. RealMoney.com has an articleApple Inc. 05/31/2001 10:22:35 PM
It wasn't a troll. I think you misunderstood my point - I'm not sure I am a bigApple Inc. 05/31/2001 02:47:47 PM

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