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 (7633)4/20/2000 6:30:00 PM
From: Peter Church  Read Replies (2) of 10309
 
Hi Allen,

Thanks for returning to the thread! I missed your insight and experience. But, next time please let us know when you are taking a leave of absence. Your unannounced departure was too ominous.

You wrote that you did some research inside the company to "identify important aspects of the growth problem" and that, "By early November I knew the answer." What conclusion did you draw? Was it competition, the Asian crisis, a crisis in management, a change in the market, or what? Do you think the company's new tack of going after top-line growth first is correct? And was the stock market correct in devaluing the company last year or merely inefficient amid the Dot-com chaos?

Also, I would appreciate your comments about how recession proof WIND is. If the recent stock market decline signals a recession next year, it would seem that all tech companies are vulnerable because of high PE's, and loss of customers. What do you think might happen in the R scenario?

Thanks---Peter
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News