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

To: the hube who wrote (30983)	9/3/2000 12:38:15 AM
From: hueyone	Read Replies (2) \| Respond to of 54805

re: What kind of hypergrowth are we talking about? re: If you track Gemstar's advertising revenues, you see they have been far greater than 100% YOY for the last few quarters. ---UF If the definition for tornado growth is 100% YOY growth in revenues from the income statements, but we can isolate any category out of the revenue stream from the income statement we want to, then I suspect WIND could also meet the criteria by picking out revenue growth for Tornado for Managed Switches, and if that did not do it, I am sure I could find something else if WIND was willing to break out enough categories for me. The most straightforward metric to apply would be 100% YOY revenue growth in the income statement for four quarters period, but, you have pointed out that there are Gorillas like MSFT who never met that definition. I thought you made an excellent argument using the manual that markets are in tornadoes, not companies. Therefore I tend to agree with you that Wind's markets are in the tornado hyper growth stage the manual refers to, even though WIND's top line growth is currently much slower than many of the markets it is penetrating. Best, Huey