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

To: the hube who wrote (19010)	2/28/2000 11:36:00 PM
From: StockHawk	Respond to of 54805

I have been seeing mention of WIND in some interesting places. For example, they are the 4th largest holding in one of the mutual funds operated by Firsthand Funds. The Firsthand Technology funds have been among the best performing mutual funds the past few years. One of their funds, the Firsthand Technology Leaders Fund "invests primarily in securities of companies that we believe hold the dominant positions in the most promising segments of the technology industry. We think of this as our Blue Chip technology fund. " The top holding in the fund is QCOM. Also in the top ten is Cisco, Sun, IBM and Oracle, but each of those is a smaller position than their position in WIND. firsthandfunds.com (They also have an Innovators Fund which shows CREE as a large holding.) In the March 2000 issue of Technology Investor magazine they began a few portfolios (about 10 companies each). They labeled these portfolios with names like Core, Aggressive, Speculative and Ultra Speculative. Broadcom was listed in the Ultra Speculative, Citrix was in the Speculative and WIND was in the Aggressive, along with JDSU. One last note, on Feb. 15,Wind River completed its acquisition of their smaller rival and #2 in their industry, Integrated Systems (INTS). StockHawk

To: the hube who wrote (19010)	2/29/2000 5:55:00 AM
From: unclewest	Read Replies (1) \| Respond to of 54805

IMO, the time to buy this future gorilla is now. hi john, i have glanced at wind before...did not do serious dd. i know that the embedded processor market is growing like crazy...wind revenues are not. i assumed that wind's competition is getting the business. what did i miss? unclewest