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

To: Don Mosher who wrote (485)	12/9/2003 11:35:19 AM
From: Apollo	Read Replies (2) \| Respond to of 2955

Don, Thank you kindly for your reply on the Portfolio Survey. I especially appreciate your candor and generous perspective, which undoubtedly informs and reassures others on the thread. I note with interest that WIND is curiously absent from your portfolio. You were a detailed and enthusiastic investor in WIND a couple years ago. I recall that it was felt that they had a software lock/competitive advantage in their niche. In short, what went wrong with WIND? Hey, I looked up Carlota Perez's book; Amazon is charging $75 for hardback, 198 pp. Isn't that a little steep? <g> Apollo