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

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To: Mark Brophy who wrote (1163)5/30/1997 1:18:00 AM
From: Richard Karpel   of 10309
 
Mark, I'm happy to have you here providing a distinctly negative point of view. I come to this thread not to have my pro-WIND prejudices confirmed, but to discover the "truth," which often emerges in the conflict between competing ideas. If there's any bad news out there about WIND, I want to know about it, and the only way I'm going to discover it is to be open to a wide variety of viewpoints.

Now, having said that I welcome your contrarian view, I must confess that I can't understand why you would feel compelled to make the following statement:

>>>Sell out and find another stock that's going to double in the next 9 months!<<<

Correct me if I'm wrong, but I don't see anyone else on this thread providing this kind of cheap advice. So, why do you feel the need to try to convince us to rearrange our portfolio? Maybe you've already answered this question earlier, but could it be that you are short WIND, and that you stand to profit if we heed your advice?

Also, on several occasions you've ridiculed the significance of the embedded market. If my memory serves me, you stated that it was a small market niche of the type that wouldn't interest a company like Microsoft. Most of us on this thread aren't convinced that the computer-in-a-box-on-a-desktop paradigm is inevitable, and believe strongly in the future of distributed computing. While I'm not interested in your investment advice, I would like to hear why you disagree with this point of view.
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