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Technology Stocks : Wind River going up, up, up!
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To: Ramsey Su who wrote (8232)8/10/2000 1:21:17 PM
From: Joe Smith   of 10309
 
Ramsey--My two cents again if you don't mind.

Your complaints are mostly focused on issues that were relevant 1 1/2 years ago. There has a huge disappointment with this company then. There is no way around that and it still haunts us but I think it haunts you so much that you can't see the present and future clearly IMHO. You say that you are running out of patience, yet the stock has made a spectacular recovery since last Spring and still is holding quite a bit of that gap. (It is disappointing how much it has given back.) Your concerns about i2o are a good example of your lost in the past perspective. Its slow ramp-up, something beyond WIND's control, was disappointing and brought the stock down. Now, I believe i2o is successful, but in comparison to the size of the company, it is far less relevant today than it was 1 1/2 years ago. Same with TMS. This is just one amongst a broad range of offerings at a company several times larger than when TMS and i2o were introduced. Not to say that I am applauding WIND for its execution. I would hope to see more growth as we go.

In the present, we have a company that has absorbed its largest competitor without a disaster so far. They also are being steered by a new CEO. This has been a time of transition. It is not surprising that the transition has absorbed so much energy. I am thankful that there has been no disaster. Much of the sell-off this Summer has been due to the fear of a warning especially in the wake of profit-taking by the CFO. We seem to have weathered that storm. Another huge storm is the sell-off in the SOXX, something that is responsible for much of WIND's poor performance IMHO. What we are looking at today is an uncertain time because of transition and an uncertain time in the market as well. The failures of 2 years ago are becoming less and less relevant. I believe that WIND has moved on. Wall St. showed great optimism about WIND's future this Spring. I have seen little to erase that rosy feeling except a falling stock price. WIND has Kevin Landis, Matt Belkin, Mike Kwatinetz etc. apparently behind them. I include myself amongst that esteemed crowd.

BTW, I made this portfolio in February I believe. It rose smartly and since has plummeted. Look where WIND stands next to many of what I consider to be its peers.
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