I'd disagree with the whole "no story arc" bit, Not Herbert. Embracing the Winds very clearly makes a few references to Lolani, so at least in that regard, Winds would have to come afterward. A minor point, yes, but one worth mentioning.
Also the mention of the Lexington's destruction in "Come Not Between the Dragons" and the destruction of the Hood in "Embracing the Winds" is obviously building some mystery as to what's happen to the other Connies, as some speculated here.
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