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

To: the hube who wrote (30843)	9/1/2000 12:51:42 AM
From: G3	Respond to of 54805

I like Wind too - I own their stock. Here is some emerging competition in Linuxland: rtlinux.com fsmlabs.com /g3

To: the hube who wrote (30843)	9/1/2000 2:24:12 AM
From: hueyone	Respond to of 54805

John, Thank you for your illuminating descriptions of some of Wind's wins and the implications thereof. Sony and Palm---great to see Wind getting some wins with companies who already have impressive in house OS engineering talent. As you say, this speaks volumes to Wind's leading edge technology and time to market value proposition. Best, Huey

To: the hube who wrote (30843)	9/1/2000 7:55:11 AM
From: unclewest	Respond to of 54805

john, helluva post. i am in total agreement. unclewest

To: the hube who wrote (30843)	9/1/2000 8:12:15 AM
From: StockHawk	Respond to of 54805

John, excellent post on WIND. I agree their are many factors that make WIND a compelling investment. I previously owned shares, but felt I was in too early, so I liquidated my position and decided to wait until their revenue increases became more tornado-like. Or a least started accelerating, perhaps up to the 60% level. With all the design wins and all the logical reasons for revenues to grow, 40% comes in and seems, I think, a disappointment. Like the old Brooklyn Dodgers, we have to wait until next time. I like the company and want to buy it again, I just want that revenue confirm. Please continue to update us, I really enjoy your posts. StockHawk

To: the hube who wrote (30843)	9/1/2000 2:41:12 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

Hey John, congrats on the "cool post." tekboy/Ares@G&Kdoesitagain.com

To: the hube who wrote (30843)	9/1/2000 3:53:01 PM
From: unclewest	Respond to of 54805

For anyone interested in seeing what an early stage gorilla looks like, I suggest you listen to today’s WIND conference call. man oh man!!!!! you have the power!!!!!

To: the hube who wrote (30843)	9/1/2000 10:08:58 PM
From: voop	Respond to of 54805

awesome post Hurricane spawning multiple tornadoes (some day soon?)

To: the hube who wrote (30843)	9/2/2000 6:06:05 PM
From: Tim Mak	Respond to of 54805

John: Congratulate and thank you for the cool post. Two comments on whether WIND is on the verge of tornado: 1) In the CC, management stated that Internet and communication related revenue is 57% of total. That works out to roughly an annual run rate of about 250 million. Since this rise started from virtually zero a few years ago, it is rather tornado-like. 2) Q2 Gross Margin 88.3%, R&D 19%, Marketing and Selling Cost 41.4%. That is why the Operating Margin is only a rather lowly 6.5%. In the CC, management stated that it expects to have sequentially improving O.M., targeting 20% by 2H2001. My read is that now WIND is still in Bowling Alley, hence the high marketing and selling cost. And management expects WIND will be riding a Tornado to MainStreet around 2H2001. Regards. Tim Mak