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

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To: kris hatfield who wrote (1124)5/23/1997 11:31:00 AM
From: David Schoenbach   of 10309
 
Kris, I'm in the position of happily having the largest stake in my portofolio (by far!) in WIND. This is due to my sense of WIND management and technology as superlative. The strongest business opportunities arise from strong management targetting a growing market segment with products which can dominate (i.e. grow marketshare to a majority position) in key niches within the segment. This is the case with WIND in the embedded segment, as it was with my former employer, Microsoft, in the PC systems and applications segments (and beyond). I see WIND management taking all the right steps in this effort, which I consider grounds for "high regard."

-David Schoenbach
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