Well, Jeffrey, I'll give you my 2 cents, but I'm sure you realize
that projecting stock prices is purely speculative. Personally, I'd
see the mid-30's as a short-term top, until the earnings report comes
out later this month. That price is about where we peaked before the
tech stock crash. On the bottom side, I'd think we would head for the
mid-point between the lows and highs of this recent upswing, or about
26.5. After the 1ST quarter earnings report and Spring COMDEX (2ND of
June, lots of I2O), I could see breaking 40. Whether that holds, drops
back, or advances is probably going to depend on the FED and the July
earnings reports from the big boys (Intel, etc.). For the year, WIND
could break into the 50's, as long as they continue their stellar
level of execution, and we don't have another tech stock blood bath.
Of course, all of this means absolutely NOTHING! It's just my guess.
No better or worse than anyone else's.
As for pRISM+ - too little, too late. I guess it will be a godsend
for INTS customers, but it is an initial release, made up of pieces
gathered from hither and yon. I have a funny feeling it may not be
very stable, at first. I also don't know what kind of platform cover-
age this first release will have. I doubt that it will be all-hosts/
all-targets right off the bat. Only time will tell, but WIND's Tornado
has so much momentum, with a large third-party following, that I just
can't see pRISM+ having much impact. The third-party developers only
have so many cycles to spend - what does pRISM+ have to entice them to
make an investment? You should see Allen's post on INTS H&Q present-
ation. There were some particulars concerning pRISM+ that you might
find interesting. Also, WIND has made it clear that it is continuing
to make significant investments in further development of Tornado, so
pRISM+ is chasing a very fast pony, not a sleeping dog.
Hope this helps!
-Dave Lehenky |
