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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (9017)1/5/2001 11:28:29 AM
From: Richard Knox  Read Replies (1) of 10309
 
"My guess is that prior to today any number of WIND’s customers felt deflating pressure about getting to market quickly because they didn’t know for sure if there would be a market. The Fed’s action signaled that there surely will be, and that the race is on again. This means that any potential for a slowdown in design wins in WIND’s Q4 due to concerns about the economy has just been reduced if not reversed entirely. Thanks Greenspan."

Allen, I'm not so convinced. Remember, we've just witnessed the strongest 5 year growth period in the history of the world. We shouldn't expect this to continue unabated without lumps or bumps in the road. Business is slowing, as well as new market development (vis a vis previous expectations), there are countless signs of this. I find the market's reaction to the rate cuts interesting. Kind of like a bloody mary the morning after a new year's eve binge. Feels great and reminds you of the night before, but you still have a hard day ahead of you.

That said, I'm still bullish on the future of technology and WIND's role in it, but I do believe there's much more difficult sailing conditions this year than the last five. Whether these conditions improve quickly and decidedly as a result of the Maestro's overdue actions remains to be seen. The market may choose to wait and see.
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