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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JAPG who wrote (38957)2/6/2001 9:29:26 AM
From: Sunny  Read Replies (1) of 54805
 
I believe that the strongest form of gorillahood occurs when strong NE´s act on Network Type A, which is not the case here. But WIND seems to have a very strong Network type B.

JAPG, Warning I am not a WIND shareholder and may not know enough to be mistaken as dangerous!

One of the things that has troubled me about Wind is that inspite of the growth of their installed base the rate of growth of their revenues and profits make it appear that they do not benefit greatly from the adoption of their product.

I may be wrong, but it appears that they may be confusing activity for achievement. Can you point to a time when the foundation they are laying in their TYPE B network will result in a growth of profits and returns to the shareholders?

Sunny
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