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Technology Stocks : Wind River going up, up, up!
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To: James Connolly who wrote (9493)4/15/2001 2:55:03 PM
From: Allen Benn  Read Replies (2) of 10309
 
Would it be true to say that WIND's today's of not communicating with investors, not telling the story are now behind them ? Excluding WIND employees how many people were present?

James, I will post more about Sony, market position, etc., but within the framework already started. I expect that the story will become better known going forward, both because of a greater emphasis on PR, and because WIND's time-in-the-sun is now upon us.

I haven't seen the final numbers on the analysts present, but I did a quick count of about 70 or 80 people in the room. I think someone said about 55 buy-side analysts were present. I had the sense that many of the analysts present were ready to pounce, with most waiting for some sign that the economy won't devastate revenues. If WIND comes close to meeting its guidance, and shows continued confidence in the outlook, the stock will soar.

Allen
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