Thanks Mike, I'm on the "gratis..wind" email list. It's really beneficial for anyone with an "interest" in knowing how Wind is doing and understanding the company's concepts.
I'm really concerned about Wind's actual (or perceived strength) strength in the market place. Despite all of their acquisitions, the simple mention of Msft or Intc can drop Wind by 20-30%. Although I'm long Wind, I have difficulty believing this company can withstand a serious challenge from one of the majors (i.e., Msft).
If the company's strength is as strong as reported, how can major Wind holders sell their stock based upon rumors. Just venting - sorry. I love the stock, the story, and the product line, and disappointed with revenue growth. For me, however, the next 12 - 18 months are put up or shut up time. If this company is such a dominant company (via mergers, patents, and alliances), in such a great market, why then do they produce such non-hyper growth returns? They are not growing as fast as I perceived they would be by this time in their development.
Just my opinion,
Respectfully, advalorem |
