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Technology Stocks : Wind River going up, up, up!
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To: Scott Kessler who wrote (3936)1/22/1999 6:23:00 PM
From: F. Foos   of 10309
 
Scott, There are few parallels between WIND and MANU.
WIND's sales revenue has been on a steady growth path for
several years. MANU's sales seem to be anything but steady growth.

I suspect that MANU's sales tend to consist of large deals that occur
sporadically. WIND earns revenue from developer licensing, run-time
royalties and services. WIND's largest customers (HP & Nortel) each
account for about 5% of revenues.

The only commonality between the two situations is the lack of
hard news to explain the price draw-down. Being the pattern seeking
creatures that we are, our imaginations work overtime to create
an explanation to fill the news void.

All we know for sure is that there wasn't sufficient demand to soak
up the supply of shares that suddenly came on the market, so the
price drops until more buyers appear. A new supply/demand equilibrium
point (support) was set this PM in the $31-33 range.

I'm willing to venture that there has been no fundamental
deterioration in WIND's prospects.

Frank
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