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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (7766)5/15/2000 1:23:00 PM
From: Peter Church  Read Replies (3) of 10309
 
Hi Allen,

re: market perceptions

Your optimistic projections of WIND's future earnings seem plausible to me. "Intel, Cisco, gorilla software monopoly, Internet Appliances": WIND has all the right buzz words. Yet, Wall Street continues to give the stock a B minus. The stock has jumped up recently but still, it has advanced only 20% above its price 1.5 years ago. There is a huge divergence between your outlook and Wall Street's outlook.

For example here is a review of the Janus Internet Fund which is concentrating on Internet infrastructure, but makes no mention of WIND RIVER. Why the disconnection? What can be done about it? Have you wondered about this issue?

Thanks---Peter

cbs.marketwatch.com
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