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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	9/2/2000 11:12:40 PM
From: tinkershaw	Read Replies (2) of 54805

My recent frantic trading in this very volatile market has left me time strapped. But I'm hoping to recover again and rejoin the generally civilized and legitimate Gorilla Gaming community. Trading in G&K stocks is very lucrative but exhausting. And the Wind topic is a great place to get back in. As I have followed Wind with great interest for sometime. Even took a position at $11 or $12 last June or July, but it just didn't feel right so I let it go. May have picked up Q with the proceeds, possibly BRCM, I'd have to check. But anyways: and how wired in is the modem manufacturer to using WIND, not only in this year's model, but in years to come? This is the key question. I don't give an iota if WIND is growing at 39% or 390% yoy if this question can be answered that devices just won't communicate well with each other if they don't all have Wind inside. Because Mr. Huber is correct. If Wind's industry is moving towards hyper-growth, which we know it is, and if WIND is becoming indispensable to these products communicating with each other and with the networks, then it is only a matter of time until WIND begins to rule the world at least as much as MSFT before it. And no one but us shareholders and engineers need to be the wiser. John Huber (I believe) used the example of AMCC's purchase of MMC. I am a very attached owner of AMCC. AMCC's CEO stated that one of the big problems their customers have is that they cannot get the disparate chip sets from different vendors to communicate with each other (or at least it takes extra time and cost to do so). And with the MMC purchase that AMCC could now provide the complete solution, including the removal of the pain of and delay of getting disparate chip sets to communicate. Now, if VxWorks were embedded in all of these chips would this problem of chip communication be alleviated? Is there a compelling and now inevitable (given Wind's dominance) reason to standardize on VxWorks and related Wind products or would standardizing like this not resolve the issue? John, I really hope you have the answer to this question. If you do, and it is YES, I'm selling 1/2 my portfolio and putting it all into WIND and spending the rest of my days at the lake waiting for 2010 to come along and my nice "retired by 40" fortune to be made. Thanks for any input John or anyone else who may have insight. I know I saw a post like this on the WIND board sometime back. Not sure if it directly answer the question or not. Tinker P.S. At RCA this summer I specifically asked about the switching costs from VxWorks to another embedded OS. About a month or so is what I was told. But it was only a collateral conversation with a manager and not the engineering staff (they were just shocked that when Wind Rivers was mentioned that I (a recovered lawyer doing strategy work) knew VxWorks and Psos.

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