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


To: Joanne Fishman who wrote (16653)1/28/2000 5:26:00 AM
From: chaz  Read Replies (2) | Respond to of 54805
 
RE: WIND

For those of you who haven't seen John Huber's report on WIND, he's done a simply superb job of presenting the company in GG terms. For those of you who are thinking about picking one of our unassigned companies, he's given you a roadmap to follow if you decide to get your feet wet.
Damn, he made it seem so easy, but I know he put in a great deal of effort to make it so.

Now, what follows is up to the rest of us...looking for more news items about WIND, tracking the merger, and adding them to the discussion mix...do we keep watching WIND by adding it to the W&W list, or do we not. Merlin, I was struck by the high gross, compared to a (relative to gross) low net. What say you? Justin, will you weigh in on these. We gotta feed your list so Unq can pick your pocket! (ggg) But no fluff...only good stuff, right? Unq is very spoiled after lifting the Q, so not just any old company is going to do.

Chaz