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Technology Stocks : Wind River going up, up, up!
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To: w2j2 who wrote (9564)5/4/2001 2:57:13 PM
From: Erwin Sanders  Read Replies (1) of 10309
 
I too have been a frustrated owner of Wind shares for the last four years. For one reason or another, Wind has not shown the ability to really take off.

What concerns me most about the recent announcement is the 10-15% layoffs. I always thought that Wind's biggest challenge would be hiring a sufficient number of trained employees. If the future looks as bright as it always did, they are going to need more people. So why this short-term measure?

Wind's conference call only two months ago gave the impression that everything remains rosy, while other companies had already warned of revenue shortfalls. According to Allen Benn, Wind's underperformance a couple of years ago was due to the time lag (about 9 months?) of the Asian crisis. Has the time lag now been compressed to two months? One can't blame Khan for viewing Wind's management with some suspicion.

On another worrisome note, Motley Fool has an article today on Wind. I learnt from that, for the first time, that HP has switched from VxWorks to Green Hills software for its ink jet printers, because of the high cost of royalties. I always thought that HP printers were one of the most visible and valuable products using Wind's software. Somehow this news never made it to this board.

Erwin
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