SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wind River going up, up, up!

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Allen Benn who wrote (841)4/15/1997
From: Jason Cogan   of 10309
 
Allen and others:

MWAR just pre-announced a loss for their Q4 97:

biz.yahoo.com

Any thoughts as to how the MARKET will react to this news? Given the way the MARKET seems to correlate the performance of all the RTOS vendors, my prediction is that the STREET will once again interpret this as an indication of sector wide weakness. Once again, the STREET will be wrong.

As the many knowlegable investors on this thread have shown, WIND's business shows no signs of slowing, and is in fact, accelerating. Will a blowout quarter in May finally convince the MARKET that all RTOS companies are not created equally? Or will it take a few more quarters for the MARKET to figure this out?

Any and all thoughts appreciated.

Regards,

Jason Cogan
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext