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

To: bythepark who wrote (20327)	3/16/2000 12:57:00 PM
From: the hube	Read Replies (2) \| Respond to of 54805

Alan: It is my opinion (that and $4 gets you over the GW Bridge) that WIND is currently in the tornado, if you measure by design wins, and not by revenues, which follow by a couple of years. For anyone who doubts this, I would suggest you look through the help wanted listings to see the kinds of things WIND is being designed into. I think they are playing a classical gorilla game, forgoing ST earnings to corner the embedded systems market, and I think their recent acquisition activity has been right on target. Have been too busy doing tax returns lately to spend much time on the thread. Hopefully WIND will change that.