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

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To: Joan Osland Graffius who wrote (709)3/25/1997 8:55:00 PM
From: Mitchell Jones   of 10309
 
Joan,

I have had no contact with WIND management since trying to buy Jerry Fiddler's new album several weeks ago. Sales are evidently good because I have not managed to get one yet.

As far as the company is concerned, I have NO reason to believe there is a problem of any kind. The irrational exuberance of the market chooses to punish the innocent at every opportunity and WIND has been in the line of fire.

Over the past year, WIND's performance has been examined in minute detail on this thread as fairly as I believe possible.

My conclusion from this examination is that WIND can continue to grow revenues at 45%/year and earnings at 75%/year (or better) for the next several years.

The market will ultimately determine what that is worth;I am content to hold WIND until I believe the market has over-valued it. We are not close to that point here.

Mitch
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