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: Carpe per Diem who wrote (8719)	10/27/2000 10:02:07 PM
From: saukriver	Read Replies (1) of 10309

"Will we be as big as Microsoft? To some extent, I don't care," Fiddler says. WIND is currently about 1% the size of Microsoft, as an investor in WIND, I think Fiddler's comments are not in line with shareholders. Microsoft grew and grew. Beginning 1996, perhaps earlier, the motivation for many at Microsoft was to build their fiefdom. This tendency has ruined many companies. Just think of what would have happened had Microsoft taken all their billions wasted* on AT&T, Web-TV, Wince, etc. and used those monies to buy back their shares. Microsoft would today be a lean, mean fighting (other than litigation) machine. Instead, it went off empire-building. Ironically, this is precisely the tendency of companies that Bill Gates' pal Warren Buffett hates. Fiddlers comment in the Forbes article could be taken as saying nothing more than that he has no goal of growing for growth's sake. That is entirely in line with the interest of shareholders.

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