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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (7681)4/24/2000 4:38:00 PM
From: Snowshoe  Read Replies (1) of 10309
 
>>Where did you get the $1.25?<<

I said roughly $1.25. I am relying on my memory of past WIND conference calls where Ron Abelmann gave a price range that he was comfortable with. I may be slightly off, but I know it was between $1 and $2. Do you have a more specific figure?

I agree that WIND has great opportunities with I2O. What I am not comfortable with is the suggestion that I2O alone justifies WIND's market cap.

The technology business changes rapidly, and I think we should be extremely cautious about projections that are way out in front of what management is saying. I own a large chunk of WIND (by my standards), so I'll be thrilled if the best-case-scenario occurs.

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