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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Percival 917 who wrote (8416)10/17/1999 10:44:00 PM
From: voop  Read Replies (2) | Respond to of 54805
 
Hi Joel

It is most curious that Mr Benn, who wrote the most knowledgable and empassioned tomes on the WIND thread would just up and vanish.

There was speculation on the thread that he was considered for its CEO position, his expertise on the embedded industry was so vast. No one has yet explained where he went, when he will be back, of if anything happened to him (God forbid).

I personally took a large stake in this company based on his musings and it had paid off handsomely for 5 years plus until this spring.

Previously the company had a greater than 90 day backlog of orders, had no hockey stick and never sweated meeting a quarter. The first hint of this change started when the CFO leaked some news to an analyst and the shiny pebbled dulled to the tune of 40% drop this year.

This one reeks with potential and I mentioned could spawn a series of tornados. Hmm, maybe a stock that spawns multiple tornados will be in a hurricane instead of a tornado.

Regards

Voop (from New Orleans, knows about hurricanes)