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: Ramsey Su who wrote (5781)	7/8/1999 7:37:00 PM
From: Joe Smith	Read Replies (2) of 10309

>>WIND, in the current immature phase, has no business what so ever to worry about earnings growth. << Ramsey I couldn't agree more. I don't believe that a company should take things one quarter at a time. However, this is why you should never be greedy and you should sell part of your winning holdings from time to time. Because there is fallout from these kinds of sea changes >>I think WIND management really upset the street this year. << That should be WIND upset H&Q. The fact that the others are not following (hoping they don't)shows that WIND mgmt must be doing something to keep them happy Finally, note that the first point the report made was that T2 upgrades are not ramping well. This has no effect on revenue as the upgrade is free. The report seems unaware of that. How well-informed are they?

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