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Technology Stocks : Wind River going up, up, up!
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To: tom ablett who wrote (9557)5/4/2001 8:46:41 AM
From: w2j2  Read Replies (1) of 10309
 
Tom and Mike: I agree that owning Wind stock in a big way has been very frustrating over the last several years.
However, I think Fiddler has a long term plan (vision) and is following it. "That's my story, and I'm sticking to it!" He has bought up most of his competition, expanded both in breadth and depth with great strategic purchases such as BSD. While the stock doesn't move, they are certainly doing the right things as far as growing the company. And Wind has been a steady grower of revenues. A "Warren Buffett" tech stock?
The company is to some extent a service company now, and will take a hit first when clients are laying off their own personnel. But service is where IBM makes a lot of it's money....
The embedded industry is still just in the early stage. The concept of wired "everything" is going to come slowly, not as a whirlwind. (This reminds me of our frustration when we owned the ADSL stocks, and the RBOCs would not move on ADSL). Both customers and builders need to recognize the value. Broadband infrastructure must improve. This paradigm shift will take a lot more time than the chip cycle.
As a tech investor, I like to see my stocks go up like AMCC or Brocade or Veritas can. But those companies are pushing product out for which the surge in demand is now. Wind has not yet reached its surge in demand.
Finally, I think when they come out of this downturn, chipmakers may find that their downsized software groups cannot design what they need fast enough, so they may turn to Wind in a big way to jump-start their next development cycles.
Bottom line, I think Wind is a good company to invest in, and will pay off well over the long term. How long? Beats me. wj
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