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Technology Stocks : Wind River going up, up, up!
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To: the hube who wrote (4539)4/1/1999 3:29:00 PM
From: Mike Milde  Read Replies (2) of 10309
 
Just doubled my WIND position.

This is getting into "it's a no brainer" territory. All we've seen so far this year is fear with practically nothing to back it up. These opportunities are hard to find, but sometimes (like now) you get lucky and find one.

At this price, the PE next year will be something like 16. To think that WinCE will compete in the real-time embedded market is just laughable. WinCE can't even compete in the hand held PDA market, where the user interface is the most important part and what's underneath can afford to be less than perfect. Maybe I'm wrong, but I don't see anything other than a perceived threat from WinCE to be the problem here.

This market is growing at 50%/year. Wind River will be fine.

Mike
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