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

To: garyx who wrote (19037)	2/29/2000 11:13:00 AM
From: Dr. Id	Respond to of 54805

Speaking of RMBS... Up another 47 this morning to 288!

To: garyx who wrote (19037)	2/29/2000 1:29:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

garyx, IMO, if that happens...it's the imbedded OS that gets picked...we will have identified another G. I don't think we can make the call based on market share, but if WIND's revenue AND share keep growing, it will be at the expense of everyone else. They'll either be the biggest Chimp, or the Gorilla...either way, they'll make shareholders richer. The evidence will come from the financials. If the competitors lose sales, the ones they do get will probably be based on price, and they'll make less on each. WIND's margins should hold, competitors' should slip...that's something we should watch for. Chaz