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 |