Wind River going up, up, up! Message Board

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

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To: James Connolly who wrote (9660)	5/18/2001 5:10:06 PM
From: CFA	Read Replies (2) of 10309

James: 1. I'm not looking to blame anyone. I'm just pointing out that one of the most dogmatic WIND advocates was apparently blindsided by all of this, even after WIND's customer base had hit brick walls. I'm then extrapolating from this point to question how it was that this blindsiding occurred and whether this blindsiding implies that the rest of Benn's analysis is shoddy (or "gobbledygook" as the Motley Fool referred to his Lily Pond model). 2. Like I said, I'm not blaming Allen Benn for anything. I'm just pointing out that this guy can write about megatrends all he wants to...but the fact remains that he was apparently oblivious to what was happening....which causes me to question the credibility of his megatrends....FYI: I hold over 3,000 shares of WIND and haven't sold any due to yesterday's release...but I'm certainly not jumping up and down to increase my exposure to this company. 3. I don't have any recommendations for you...but whatever I could recommend could hardly have done much worse than Benn's analysis of WIND's current situation...If you don't like my posts, then put me on ignore or drop the hell dead.

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