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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: the hube who wrote (16647)1/28/2000 3:29:00 AM
From: FLSTF97  Read Replies (1) of 54805
 
Wind: Project Hunt Report

Thanks for the nice report John. I've been watching wind ever since Tom St. Denis jumped from a (lucrative) position at AMAT to head up Wind. I've been trying to understand his motivation since despite the remuneration package he got from Wind, he must have left several million on the table at AMAT.

One thing I liked in their last 10Q was the following:

The increase in product revenues was due primarily to an increase in run-time license revenues, as customer developed products continue to be accepted by end-users, and to the
expansion of our product lines resulting from research and development and the integration of products from acquired companies.

If they are to become Microsoft like, it will be through ever greater run time license revenues.

Thanks again for the write up.

Fatboy
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