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

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To: Allen Benn who wrote (1023)5/3/1997 4:36:00 PM
From: Michael Greene   of 10309
 
Allen, after last year's H&Q show in posting 51 you commented

>>>None of the speakers that I heard, nor did any of the H&Q analysts mention Embedded Systems or pick any of these firms as near-term over-achievers.

Was your experience any different this year in this regard?

I noticed in the current Barron's article on the show that three analysts mentioned Embedded Systems companies among their top picks. Ron Elijah (Robert Stephens) picked WIND, Nicholas Moore (Franklin Templeton)picked INTS and James Fitzpatrick (Princeton Capital Management) picked MWAR. Last year no Embedded Systems were mentioned in the Barrons writeup. It looks like this sector may finally be coming up on big money managers' radar screens.
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