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

To: gdichaz who wrote (32037)	9/22/2000 6:55:18 AM
From: Don Mosher	Read Replies (1) \| Respond to of 54805

Cha2, I greatly appreciate your comments. You are the most expressive person, my fan, that I count on to know that I am on target. When you did not respond to my last post, I missed hearing your encouraging word. I imagined that you were out of town or too busy though. But, just in case, I want you to know that I do like to hear your reactions, even if they were disagreements. Of course, I love it that you liked the piece. It was hard work using craft skills that I value, but the best part was finding the slide show that let me understand WIND's strategy at a deeper level. I believe that the VARs and CoEs will secure lock-in. So I can wait more patiently for the value explosion to begin. In my last piece, I thought the "exploitable gaps" were valuable, but no one responded to that or anything else. Of course, not everyone can appreciate what I find valuable and not everyone would think to say so if they did, but I will count on you to let me know what you like whenever you care to do so without making you feel, I hope, that you owe me any response. You don't, but I do enjoy your reactions. Best regards and wishes, Don