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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (7708)5/1/2000 10:53:00 AM
From: Richard Knox  Read Replies (1) of 10309
 
Thanks Allen for connecting the dots, it is a very pretty picture, and your insight as to how it will unfold is the thousand words that paints that picture.

Regarding the blindness of the investment community, I've come to believe that psychology and momentum and "brand" are primary drivers for investors these days. 1) Psychology and the advent of instant access to the financial media and real time quotes anywhere is making folks skittish and driving up volatility way beyond where it should be for the majority of tech stocks (incidentally, this has created wonderful opportunities for options strategies on the sell side). Regarding WIND, the CE and LINUX FUD has scared investors. 2) Momentum is keeping money out of quality stocks like WIND because it hasn't started it's meteoric rise yet. All the money chases what's hot, the QCOM experience is a fine example of this. WIND will go parabolic at some point. When? When its stock (not the company) becomes a brand. 3) Branding happens after a blow-out quarter or two, followed by big name investment houses (sheep) lining up to recommend the stock (I know you're not discouraged that they don't see the great quarters coming, in fact your optimism has helped me to maintain a full position). Once WIND stock gets the brand, it'll behave more efficiently. But when? I think 12-24 months. I can wait if it's going to be anything like QCOM.
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