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

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To: Allen Benn who started this subject11/20/2000 1:02:38 PM
From: Richard Knox   of 10309
 
Sitting ducks, lame ducks...

Is Wind a sitting duck, waiting to be shot out of the water after 11/29 earnings? Some of their key customer (NT, LU, INTC...) have certainly whiffed recently. Or, is this the quarter WIND fulfills the Allen Benn prophecy of a bullet proof juggernaut? I think that unless WIND has a good quarter with optimistic guidance for q4 and next year, the stock will be punished. I'm worried about future guidance given the slowdown in so many of their customers' markets. Can others chime in on whether the markets WIND serves are really slowing as much as I fear they are???
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