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

To: the hube who wrote (20770)	3/20/2000 2:29:00 PM
From: hueyone	Respond to of 54805

re: WIND/ISI WHITE PAPER John, I really appreciate the many insightful and informative posts you have provided this thread regarding WIND. The WHITE PAPER is a must read for any potential WIND investor trying to get a basic grasp of what WIND is all about: wrs.com I was also thrilled to read your succinct observation that WIND is successfully leveraging its increasing market penetration of VxWorks in to sales of higher margin solutions such as Tornado for Managed Switches. Sounds like emerging Gorilla behavior to me. Last week during market weakness, I increased my WIND position. I don't know when we will get revenue growth confirmation of the tornado, hopefully soon. Regardless, I will patiently wait and hold. Looking forward to your next post! Regards, Huey