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Technology Stocks : Wind River going up, up, up!

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To: Allen Benn who wrote (44)5/4/1996 12:40:00 PM
From: Ramsey Su   of 10309
 
Allen, WIND moving up nicely but is so sparsely covered that I find it impossible to get any current news via the normal channels such as WSJ and Reuters. May be WIND RIVER TORNADO sounds too much like a weather report. Catchy names such as ZIP JAZ and AMATI (isn't that an Italian suit designer?) are getting all the attention.

What do you think of this recent run up? ZACKS has WIND at a 33% growth rate, much less than the current and even projected 1997 PE. It seems to me the 33% in entirely unreasonable. With revenue of only $44 million for 1996 FY, ended in Jan, it just seems to me that Tornado should be able to catapult them into a higher level.

Your thoughts?

(Mr. Stacy R, where are you? I think you were the one that introduced me to WIND originally. Thank you.)

Ramsey
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