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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (30968)9/2/2000 7:36:17 PM
From: hueyone  Read Replies (2) of 54805
 
re: I still own WIND and I am very happy to see continued improvement in WIND's business as it penetrates multiple markets likely to participate in tornados.---Huey

This takes the cake: arguing with myself. Actually I would like to change that sentence to: I still own WIND and I am very happy to see continued improvement in WIND's business as it penetrates multiple markets undergoing tornado hypergrowth. DSL modems, network switches and VOIP come to mind. I don't know what the growth rate of set top boxes is, but that could potentially be another one. I suspect Huber or Snowshoe could come up with some good data points regarding Wind's various markets.

Now if QCOM is acknowledged by the thread to have been secretly participating in an unrecognized tornado for a year several years ago simply because wireless subscriber growth was in a tornado, but QCOM's revenues on its quarterly income statements were not in a tornado, why can't WIND be considered to be in a tornado state when several of its markets, where it has significant pentration (90% of DSL modems for example), are in tornados?

And if Wind is acknowledged to be a significant player with an open proprietary architecture, discontinuous innovation, high switching costs, strong value chain formation, high barriers to entry and a participant in multiple mass market tornados, isn't WIND a Gorilla?

Huey@itsOkwithmeifwemakeincomestatementrevenuegrowththedecidingfactor.com
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