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

To: the hube who wrote (20329)3/16/2000 1:07:00 PM
From: Mike 2.0  Respond to of 54805
 
30,000 foot level Q re WIND...I assume NSIL is a direct competitor which recently lowered S/T earning ests to up R&D activity substantially. Comments? TIA



To: the hube who wrote (20329)3/16/2000 8:12:00 PM
From: voop  Read Replies (1) | Respond to of 54805
 
John

As much as I love WIND and I do, I do not feel you can be in the tronado from design wins. Design wins may never cross the chasm hence no recurring revenues, no value chain etc.

Now I20 may be tornadoing, whatcha think?

Voop


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