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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Snowshoe who wrote (31580)	9/14/2000 8:38:19 AM
From: Mike Buckley	Read Replies (1) of 54805

Snowshoe, What do you think WIND is ignoring? Did you read the white paper, or did you base your conclusion on Eric's characterization... Thanks for bringing that up. If I confused you I suspect I also confused others. I don't follow WIND closely as I did a few years ago and I haven't read the white paper. You're right that I was basing my comment on Eric's assessment, not having an opinion if he is right or wrong. More important, I was attempting (probably unsuccessfully) to highlight an issue that we should consider critical to all of the companies we invest in. --Mike Buckley

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