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

To: the hube who wrote (20371)	3/17/2000 12:36:00 AM
From: voop	Read Replies (3) \| Respond to of 54805

John, you are preaching to the choir when expounding about the potential of Wind. I have held this stock since 1993 when I bought it and ISI on the same day, later picked up Radisys, even followed that with another I can't remember (Applied Microsystems?) and another one from New Mexico,SBSE that I can hardly remember. Then I read the OFM and realized I had bought a basket and should pick the winner when it became apparent, which I did in 1998, putting it all in WindRiver. I touted this stock early on in this thread, thinking that VxWorks would become a hurricane spawning tornadoes from the numerous horizontal bowling pins that you have so eloquently described (set top boxes, cable modems, OSEK, Jet Send, I20, Java, etc). It is my impression Wind has been capturing design wins out the wazoo ever since I have been following them, yet only a few have ever made it to market and it has taken all too long (for this humble investor) for these products to take off. Thankfully the internet and technology boom away from the PC has reawakened the embedded players. But making it to market and tornadoing are two seperate things. I think we are seeing it happen with I20, I am glad to say. The MSFT threat really brought the stock to a halt and yet they do not seem so powerful anymore, despite what the FM says about gorillas encroaching on a prince's space. the Linux threat seems to be real and is a source of genuine concern. I have always wondered why Wind did not promote itself to the consumer as the OS for all things embedded and use the GUI interface from zinc they purchased along with Oracle spin-off property to make a connection with the end-user, thereby becoming synonymous with the widespread consumer apps such as PDAs, cell phone and MP3. I think they could have out Palmed 3Com but they have been content to remain behind the scenes. regarding your comment about researching the stock through the want ads, yes, great idea, but why should an investor have to work so hard? Why can't the IR dept put out 8 press releases a day trumpeting the myriad of developments into which Wind has its tentacles? Another words, take advantage of its pervasiveness. Voop

To: the hube who wrote (20371)	3/17/2000 2:48:00 AM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> IMO, any talk at this point about whether or not WIND has crossed the chasm is moot--They HAVE. They may indeed have crossed the Chasm, John, but they certainly haven't left the Bowling Alley. It's very possible that WIND may decide to camp there permanently and become a sector Chimp. I was not impressed with their quarterly report, and the Street apparently felt the same. cbs.marketwatch.com Even WIND enthusiasts such as yourself must admit that YoY growth of 36% belies the presence of a Tornado. I took a starter position in WIND earlier this month in the form of May ITM calls, which are now well OTM. I am looking for a small rally so I can unWIND my position, as I don't feel the market has the same sort of vision for WIND as it does in ELON. It will be my first losing trade of 2000 (but surely not my last). For the time being I'll stick with companies that are in or closer to a Tornado, such as QCOM, NATP, and GMST. uf