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

To: William who wrote (10228)	11/13/1999 1:27:00 AM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

William, Re stock moves, WIND and Gorillas. Stock moves before a company is recognized as a gorilla won't follow a constant upward path. I was in Q two and a half years ago, and after having held for 18 months I was underwater. Obviously, when Q's potential started to convert (in the general investing public's eyes) to achievement, the stock began to take off. The fact that WIND's stock price fell this year does not preclude it from future gorilla status. The fundamentals of the company, its IPR, barriers to entry and its position in the market determine gorilla-hood. If you find a gorilla that has fallen in price, you're getting a double bargain! BTW, I do not yet have an opinion on WIND's gorilla status. Best, JS

To: William who wrote (10228)	11/13/1999 10:48:00 AM
From: t36	Respond to of 54805

thank you william for your sincere and concise answer..this really is a great bunch of people on this thread..a pleasure be a part of all of you!!! have a great weekend....sue

To: William who wrote (10228)	11/13/1999 1:10:00 PM
From: contax	Read Replies (4) \| Respond to of 54805

>>May I recommend a large dose of caution when considering WIND. Consider from the W&W portfolio: WIND 29 3/16 +1 1/16 210.526 29 3/4 - 27 5/8 826 10,000 6,145 -3,855 -38.6% That reads DOWN 38 percent YTD.<< William, I am sorry that you had the misfortune to buy into WINd before it had a few hiccups but as John Stichnoth so ably pointed out, it does not preclude it from still attaining, imho, it's rightful place as a future gorilla. People who bought into Qualcomm in October and November of 1997, paid as much as $35+ and then immediately saw themselves underwater for the next fourteen months before they finally got an opportunity in January of this year to re-surface to get a gulp of oxygen. Had this thread been around on January 1st, 1999 and if someone like me had been advocating an investment in Qualcomm then (QCOM closed 1998 at $25.91), I am sure those who had bought into it in the closing months of 1997, would have had the same kind of reservations that you have now about an investment in WINd. As for your assertions that "every time Mr Softy speaks the CE stuff, WIND gets a chill," I suggest you read my previous posts on this thread where I have tried to allay investors' fears that the threat of Windows CE which had put a cap on WINd's share price for the last couple of years has been lifted and the market(s) has finally come to the realization that CE is a poor and inadequate substitute for WINd's VxWorks RTOS. Hence the revival that you are seeing in WINd's share price today. Since the final arbiter of a company's performance is what Mr./Ms. Market is willing to pay for it's shares, I will, at the risk of being labelled a heretic and relegated to the cold dungeons of this thread, make a prediction: WINd's stock price, on a percentage basis, will out perform that of Gemstar's, Qualcomm's and Microsoft's in the next 12 months. (For the purpose of calculation, I will use the closing prices of the above mentioned stocks on October 17th., the day I first requested that WINd be included on this thread's list of potential gorillas.) Microsoft: $ 88.06 Qualcomm: $198.50 Gemstar: $ 75.44 WINd: $ 19.50 The above are the closing prices on Friday October 15th., 1999 Let the games begin! Karim