SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: BlackDog777 who wrote (30936)9/1/2000 11:49:22 PM
From: saukriver  Read Replies (1) | Respond to of 54805
 
Lawrence J. Vocke,

Check John Huber's post under "cool posts" on the SI homepage. It discusses WIND in gorillaish terms.

Basically, WIND is in the bowling alley. There is no tornado so there is no gorilla. It remains in this thread's W&W portfolio. The RFM says not to invest in gorilla candidates in enabling technology until after the tornado touches down. A few on the thread have gambled that WIND will exit the bowling alley.

saukriver



To: BlackDog777 who wrote (30936)9/2/2000 3:46:04 PM
From: hueyone  Read Replies (1) | Respond to of 54805
 
re: Question #1 - Has any of the disciples done a G&K analysis on WIND?? I haven't the time to search the archives. Is there a post #?

John Huber posted an excellent Hunt Report on WIND back on January 27, 2000, post # 16647. WIND has won many impressive impressive design wins since the January Huber report and its strength as Gorilla candidate has clearly improved. But I think it would be accurate to say most of the elders on this thread, excepting Uncle West, do not own WIND, and, per the manual, would like to see a tornado in revenues before investing.

I owned WIND before I discovered the Gorilla Game. I was very pleased to find it was being discussed as a Gorilla candidate when I joined SI and found this thread. I still own WIND and I am very happy to see continued improvement in WIND's business as it penetrates multiple markets likely to participate in tornados.

Best, Huey