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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (9806)8/1/2001 12:07:41 AM
From: samkin  Read Replies (2) of 10309
 
Wind River 5 year recap-

I periodically (every year or so) drop in to visit this one of my old haunts to see how WIND is doing. The conversation is very polite, erudite and extremely interesting; but unfortunately the underlying stock has been a terrible investment.

My data points:
WIND split adjusted closing stock price on July 31, 1996: $15.02
WIND split adjusted closing stock price on July 31, 2001: $14.32
WIND has lost 4.66% over this five year period.

WIND split adjusted closing stock price on Feb 21, 1996: $10.31
(the day Allen Benn started this forum)
Wind has gained 38.89% over this 5 year 5 month period or an annualized return of about 6.08%

Not a pretty picture given what some would say the period from Feb '96 to
Apr '00 was one of the greatest bull markets ever.

One could argue either this is a good company/terrible stock or
terrible company/terrible stock. I personally have come to the conclusion
that the software tools business is a difficult business to prosper in
even if you are the market leader. I think it is much better to make money selling software applications. This particular business is an Alice in Wonderland situation where you are forever running (developing new technology) to stay in the same place. The future prosperity that is always alluded to will never come.

Anyone care to disagree with that and tell me why history will not repeat itself?
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