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

To: Uncle Frank who wrote (16650)	1/28/2000 12:48:00 AM
From: the hube	Respond to of 54805

Can you comment on Mr. Market's recent lack of regard for this fine company? That is one of the big puzzles as far as I'm concerned, but I have a couple of theories. First is MSFT and Win CE. It has gotten a huge amount of exposure in the press (as befits a gorilla). From what I've read (I'm certainly no expert in the area)it is not exactly a huge success in the marketplace. However, the publicity has been sufficient for plenty of FUD. Second, the impending merger with INTS creates the opportunity to short WIND and cover with a long position on INTS. There are also some convertable debentures (at about $32, I think) that can also be used to hedge a short position in WIND. Additionally, since the merger announcement, there has been somewhat of a drop off in product press releases. I think that either everyone is bysy planning for the merger, or they have made a conscious effort to suppress publicity until after the effective date. WIND is one of those stocks that has done most of what I wanted/expected from a business standpoint, but has not been rewarded with a high stock price. Sooner or later, the situation will correct itself, and I want to be long when that happens. H&Q has them on their focus list with a $60 target.