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

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To: CFA who wrote (9641)5/17/2001 10:51:06 PM
From: tinkershaw  Read Replies (1) of 10309
 
How could someone as knowledgeable about WIND be so wrong? And if someone this knowledgeable can be so wrong, then why should I have any confidence in the company at this point?

Why don't you say the same thing about John Chambers of Cisco. Chambers not only knows Cisco very well, he is also the ultimate insider with the ulitmate knowledge of where the business is going.

In the fall of 2000 he was predicting 50% on going growth. Suddenly this growth hit a brick wall. I don't think Chambers was puffing. They simply got blind sided as did so much of the technology industry.

I don't know when things will recover. But they will. 12-24 months may seem like an eternity to us, but to the market it is not. It may take this long, but the survivors of this crash who continue to invest in product and market share will come back stronger than ever. Wind should be amongst these companies as the next cycle of technology buying begins - whenever that begins.

Tinker
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