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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: the hube who wrote (20371)	3/17/2000 2:48:00 AM
From: Uncle Frank	Read Replies (3) of 54805

>> IMO, any talk at this point about whether or not WIND has crossed the chasm is moot--They HAVE. They may indeed have crossed the Chasm, John, but they certainly haven't left the Bowling Alley. It's very possible that WIND may decide to camp there permanently and become a sector Chimp. I was not impressed with their quarterly report, and the Street apparently felt the same. cbs.marketwatch.com Even WIND enthusiasts such as yourself must admit that YoY growth of 36% belies the presence of a Tornado. I took a starter position in WIND earlier this month in the form of May ITM calls, which are now well OTM. I am looking for a small rally so I can unWIND my position, as I don't feel the market has the same sort of vision for WIND as it does in ELON. It will be my first losing trade of 2000 (but surely not my last). For the time being I'll stick with companies that are in or closer to a Tornado, such as QCOM, NATP, and GMST. uf

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