Wind River going up, up, up! Message Board

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

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To: Ramsey Su who wrote (39)	4/23/1996 2:05:00 AM
From: Lucas Hsu	of 10309

Hey Ramsey, Sorry for this late reply. Wind's action is usually light so I seldom check this thread. I left my notes on WIND at home so I don't have the details but if I remember correctly things are usually slow for them at the beginning of the year. Then it picks up in the second half. So I don't think a sequential drop is troublesome. In fact if WIND makes estimate of $0.13 this quarter I will be very happy. It will be an 80% growth from last year. Remember earnings only grew about 30% this past quarter. Now that is something to worry about! Heh, you have good taste in stocks :) My biggest positions are in IOMG, APLX, CUBE, SUNW and TLTK <--- this last one is very speculative at this point but may turn out to be a real gem. I may upgrade WIND to one of my primary positions if earnings pans out. I am also starting to move on the ADSL stocks...AMTX, WSTL and PAIR. What are hot for you? More importantly, where are you currently putting your money? Best of luck to all, Lucas

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