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: James Connolly who wrote (5310)	5/22/1999 4:58:00 PM
From: Erwin Sanders	of 10309

"I2O tends to be over estimated in the short term but way under estimated in the long term". This comment from Jerry Fiddler also made an impact on me. I wondered what he meant by "way under estimated" - Allen Benn like expectations? I was disappointed at the shallow level of questioning by the analysts, who seemed to be reluctant to probe. (The ususal ones such as Raj Gollamudi, Sheila Ennis, seemed to be absent.) For example, nobody asked directly when Tornado for MS is now expected to be launched, although an indirect comment was made that it would be available at the end of Q2 (which means July). Questions could have been asked about this product that Wind seemed so excited about in the previous CC, that might give further indication of the market interest. There was also no mention of the postponement of the Developers' Conference, either by the analysts or by Wind management. Questions could also have been asked about the most important qualities Wind was expecting of its future CEO. Hopefully Wind's apparent new emphasis on educating a larger audience about what it does will attract a better class of analysts. Erwin

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