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: Allen Benn who wrote (4558)	4/2/1999 1:58:00 AM
From: J F Allen	of 10309

Just some thoughts on WIND price, or lack thereof. I like many of you have watched in wonder at the decline even adding on the dip when HQ did it's dump. A large part I believe has been mentioned as the general disinterest in software (Y2K etc.) as well as the small cap difficulties. I have only to look at my own recent purchases over the last months to see the major reason. I, a conservative investor for the most part have been buying internet stocks, CMGI PCNTF etc.and watching them go up at parabolic rates. I discover I have sold Microsoft except for my leaps, dumped all of my slow but steady and losers, and am riding the tulip bubble. I suspect that many who would be leaping on WIND are doing the same thing. I won't sell WIND but that is only because I see it may be a longer term beneficiary of the internet growth, a fact that I doubt is in the forefront of the average investors mind. On the other hand rather than buying more here I find myself looking longingly at UNPH, ATHM, NTAP and even AOL with the extra cash I have. I suspect that I reflect a very common buyer who would ordinarily be a WIND buyer. I equally suspect that many of you are doing the same thing.

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