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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: the hube who wrote (30977)9/2/2000 9:15:27 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
One of the obvious questions that comes to mind for me about WIND, which probably says more about my lack of knowledge in this area than anything else, is what role is WIND playing in all of these markets it is involved in. OK, so DSL modems might be in a tornado, but what part of that modem comes from WIND and how wired in is the modem manufacturer to using WIND, not only in this year's model, but in years to come? How much of a real lock is there? Or is it just that WIND has a piece to sell which is economical and works and for which there is not a lot of competition? With all of the markets and products that WIND seems to be in, I have to wonder how big a piece of each WIND has since, if it were very large, it would seem that their revenues had to be phenomenal.
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