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

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To: mac who wrote (1178)5/30/1997 4:37:00 PM
From: David R. Lehenky   of 10309
 
I couldn't agree more, Mac! Mark himself has characterized PTEC as
lacking innovation, on another thread (SYSF). Here's what Mark said
about PTEC on the SYSF thread (post #1849, May 13):

"If the world consisted only of stodgy safe companies like Phoenix,
we'd never see any major innovations."

Yet WIND received the EDN Design Innovation Award for Torando when it
was introduced (1995). My investment in WIND has increased 8-fold in
approximately 2.75 years. I don't believe PTEC performed that well,
did it? ;-) Come to think of it, I don't think Mark's bond returns
were quite that high! :-)) This performance was achieved in the
absence of IxWorks, which itself is a significant innovation by WIND.

I know I always sound like a cheerleader, but that's because there is
simply nothing bad to say about this company!

-Dave Lehenky
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