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Technology Stocks : Wind River going up, up, up!
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To: johnd who wrote (1190)6/1/1997 2:18:00 PM
From: David R. Lehenky   of 10309
 
The problem with INTS, as I see it, is that they have produced two bad
quarters in a row. Analysts don't like that! It makes them look bad,
and they get very conservative about their recommendations. I think
the recent move in INTS simply reflects the overall movement in small-
cap tech stocks in general; all of these stocks have been badly beaten
up over the last several months, as I'm sure you know. I don't think
INTS will make a dramatic move up until it produces a solid quarter
that not only shows revenue growth, but also PROVES that they have
gotten their costs under control WITHOUT cutting the heart out of
their sales/marketing staff and/or cutting R&D. This stock burned a
lot of people BAD (43 down to 12, WOW!), and until INTS proves that
it is back on track, it will not be priced as the premium growth
company you think it is. Basically, I think you will be rolling the
dice on this one until the quarterly earnings are announced.

As usual, none of this means anything, it's just my opinion.

-Dave Lehenky
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