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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (26577)6/20/2000 1:55:00 PM
From: hueyone  Read Replies (2) of 54805
 
Wind Update

Wind has been increasing its efforts to make its story visible to the street. Yesterday Wind held an "Analysts' Day" conference. This morning WIND broke through the old resistance at 40 on more than double the usual volume. Alan Benn attended the conference and I suggest that those of you interested in WIND read Mr. Benn's updates on the SI Wind thread. WIND also had an important new product announcement yesterday:

biz.yahoo.com

With regard to growth rates, still no tornado---the latest projection I heard from WIND was for 37% YOY revenue growth rate. But WIND continues to expand their dominating presence in to a wide array of market opportunities and I am hopeful this expansion will eventually translate in to a ramped up growth rate.

Best, Huey
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