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

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To: Richard Karpel who wrote (1003)5/1/1997 5:41:00 PM
From: David R. Lehenky   of 10309
 
Richard, in response to your last reply:

> How have you come to know so much about the details of WIND's
> operations?

I have a professional friend (software engineer) of long standing
who lives in the Silicon Valley area; he checked out WIND about
a year and a half ago and gave me his impressions.

I have also gotten feedback from a couple of other investors who have
visited WIND's facilities.

Last, but not least, WIND's management takes ever opportunity to
credit their employees for their continued success.

> I'm not a "bean counter" and I don't think the phrase is
> particularly useful in describing Bill Gates, but so be it.

I don't mean to use "bean counter" as a derogatory term. I am using
it to refer to a person who manages money, in one way or another, for
a living. A CEO, CFO, CPA, or Investment Manager, for instance,
would all fall into my "bean counter" definition. I don't mean to
imply that these tasks are not necessary or important or worthy
endeavors. I'm just distinguishing these activities from engineering.

> I must confess that -- even if I was to grant your assumption that
> an engineer's designs are fraught with moral implications, which
> I'm not -- I invest in stocks to make money, not to promote a
> concept of morality.

The world is what we make it.

> And thanks again for sharing your time and expertise on this thread.

I'm an engineer, but I know a lot of people on this thread are not.
I try to contribute my expertise, but I realize that many readers
may not really understand what I'm talking about. If anyone would
like me to define terms that I use, or give a more basic treatment
of a technical topic, let me know and I'll do my best. I think the
potential of a company like WIND can only be truly appreciated if
you understand the applications, and implications, of the technology.

-Dave Lehenky
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