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

To: saukriver who wrote (30971)	9/2/2000 9:38:23 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> GMST is labeled a gorilla in an unverified tornado because many of us hold GMST and are confident the tornado is there. If you track Gemstar's advertising revenues, you see they have been far greater than 100% YOY for the last few quarters. >> Seems like there is a bit of Kentucky windage in this unverified tornado stuff. Seems to me you're getting a little defensive with respect to wind. Why don't you forget the comparisons to gmst and present a case for wind? Thursday's report showed revenue growth of 39% YOY. When do you think that will reach Tornadic levels? uf

To: saukriver who wrote (30971)	9/3/2000 1:03:12 AM
From: tekboy	Respond to of 54805

Hey, Gemstar is the gorilla of VCR programming codes! ctb/A@YuenmeandadognamedBoo.com

To: saukriver who wrote (30971)	9/3/2000 2:52:36 AM
From: techreports	Read Replies (2) \| Respond to of 54805

GMST is labeled a gorilla in an unverified tornado because many of us hold GMST and are confident the tornado is there. WIND in the bowling alley (its hypergrowth also "unverified). First, ad revenues from the IPG are tornadoish. The numbers are too small right now to consider anything major i guess. Second, how come people are not taking the same amount of risk with WIND that they are with GMST? Are people that more sure that GMST will begin it's tornado any day now? WIND has the product. Supposedly they have the product wins. They have the business model (royalties per unit). Why are people not investing? Is it because Wind was not able to show 100% YoY revenue growth in the past so people doubt Wind's ability? And management expects WIND will be riding a Tornado to MainStreet around 2H2001. Tim Mak, i haven't listened to the whole CC, but your sure they said by around 2H2001 they'll be growing much faster than they have been in the past? And if Wind is acknowledged to be a significant player with an open proprietary architecture, discontinuous innovation, high switching costs, strong value chain formation, high barriers to entry and a participant in multiple mass market tornados, isn't WIND a Gorilla? Exaclty what i was tring to say. I haven't done a ton of research on WIND, but it seems they should atlest be mentioned as much as Gemstar is. Think of the risks you'd assume. This board emphasizes a low risk/reward approach to investing, techreports. High return gambles on pre-Chasm stocks doesn't cut it for most of us. Well, at least not since the end of March <gg>. Your right. The risks are higher. However, but if Wind is currently in a tornado it's just being slow down by other slow growth markets (cars? VCRs?) wouldn't it make sense to consider an investment in WIND? Microsoft provides a perfect example of a gorilla that has never had even 94% year over year growth The mother of all Gorillas. The biggest monopoly on the planet never even had a tornado? Hmm.. WIND's primary competition is against in-house "roll-your-own" technology in companies with deep pockets (such as Sony), as opposed to head-to-head competition against equal rivals. AND.. You want to use Conexant's new chip for your next modem, so you order a sample that arrives with VxWorks already burned in for testing. Your engineers play around with it, and you decide to go with it, but you need to get it to market right away, because if your competition beats you to market, you will lose market share, and those stock options you got two years ago that can be exercised in three months may not be worth much, even though you already know what you will spend the proceeds on. Again, i just don't see how a in-house OS could compete with WIND's. Markets tend to want one architecture. Doesn't matter if it's open source or proprietary. Over time, wouldn't Wind be able to gain more 3rd party support for their product, hence, the value proposition for a company like Sony or GM to use a Wind product become more valuable than doing it in-house? Maybe, even necessary. In-house OS is like Mac vs. Windows. Companies like Sony are not in the business of selling software. They are in the business of selling finished products. Sony can not focus on making it's OS work with every processor, getting 3rd party support, ect.. P.S. Tinker, email IR at WIND..maybe they can answer your questions.