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Technology Stocks : Wind River going up, up, up!
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To: Ramsey Su who wrote (5483)6/16/1999 11:20:00 AM
From: Peter Church  Read Replies (1) of 10309
 
Hi Ramsey,

Here is a great post from Allen regarding both INTS and MSFT:

exchange2000.com

I do think that WRS's closest competitor is worth watching, especially as a marker for WRS's progress and the industry as a whole.

I don't think that WRS's management has ever downplayed the MSFT threat. They always said that they were watching carefully, but that MSFT has not had an impact on their sales. Apparently, MSFT is operating in a mostly different arena and has lots of heavy baggage to carry around with it. Not that they won't be a direct competitor, especially with WRS moving onto Msft's turf. I just think management has been straight about how things look on the ground. And MSFT is just not there, yet. (See posts 4381, 4382 for highlights of the last conference call and comments about MSFT.)

I also think that the downgrade of WIND due the uncertainty of succession for Ron's job is the main problem with the stock right now. That and the slow down in earnings last quarter. Looking at Everen Security's downgrade announcement from 4/23/99, they dropped their price target by 50% for that reason alone. BTW, their 3/1/99 upgrade made little to do about MSFT and more about INTS re-emerging as a legitimate competitor. The report is worth reading. Everen has a good grasp of the RTOS market players and WIND.

These problems should be resolved shortly, and the investors who saw the future in WRS will be rewarded well.

"The secret to amassing great wealth is to identify the new economy's biggest winners while their stocks are still relatively cheap." Forbes
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