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Technology Stocks : Wind River going up, up, up!
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To: William Partmann who wrote (9698)5/23/2001 3:01:21 AM
From: Snowshoe  Read Replies (1) of 10309
 
Let's shift the focus. Your mention of "gorilla talk" goes right to the heart of my feelings about WIND's potential markets. In the Gorilla Game (revised edition p. 34), Moore discusses "bowling alley forever" markets, which "never transform from niche to mass, but just continue along as a series of niches". He cites several examples of companies following this pattern, ranging from very small ones all the way up to Applied Materials (AMAT). I've more or less concluded that WIND falls somewhere in this category. I just don't see the mass market that develops into a tornado.
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