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Technology Stocks : Wind River going up, up, up!
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To: lkj who wrote (9653)5/18/2001 2:42:50 PM
From: CFA  Read Replies (2) of 10309
 
I think that Khan--with his broken English and all--hits the nail on the head.

Management probably knew a few month's ago that these events would unfold...and they probably used the cookie jar stuff to delay...meanwhile people like elmore sold.

Allen Benn can't be accused of cookie jar accounting...but he seemed to be blindsided...everything that Khan is pointing out was pointed out to Benn in March.

Benn knew that all of WIND's customers were hitting a brick wall but thought that WIND's market position was so strong that it would do 30% revenue growth anyway.

So I again ask: How could one of the most knowledgeable WIND investors have been so wrong? There seems to be two possibilities: First, either Benn's analysis is badly flawed...which would call into question all of his other so-called analysis and lofty projections for WIND. Second, he's become such a cheerleader that he refuses to see any weakness in WIND...which would also call into question his lofty projections for WIND.

Allen Benn is a very good writer, very persuasive...I'm sure that many people invested in WIND at least in part due to his persuasive arguments. But persuasive writing doesn't mean that his conclusions will become reality...the more that his predictions play out, the clearer it becomes that this guy's been wrong for the past 5 years.
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