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Technology Stocks : Wind River going up, up, up!

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To: Mats Ericsson who wrote (6744)11/15/1999 1:34:00 PM
From: Peter Church  Read Replies (2) of 10309
 
The whole group is rising in recognition of the opportunity. Why is WIND lagging? MSFT or someone else put a hex on the stock in 1999.

By the way, the Wind Inside Portfolio has also been rising. Up 25% in two weeks led by EIM (63%) LBRT (47%) CMTO (45%). The investment theme seems to be working. I have it posted at the following address. I don't know if others can view it too. Let me know.

siliconinvestor.com

Some people didn't want to discuss the Wind Inside Portfolio here. I think that is somewhat narrow. We are looking at new multi-faceted markets which are just starting to emerge. Wind River is a central participant, but just one part of picture. We need to be aware of the whole landscape. I remember Allen commenting on other non-related companies in the MEMS field and waxing eloquent on SNIC, another dog of a company with major potential. So, I will continue to post the Wind Inside Portfolio here and hope for discussion of these very Wind related companies.
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