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

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To: David R. Lehenky who wrote (1358)6/20/1997 4:42:00 AM
From: Allen Benn   of 10309
 
Actually the one cent/share looks better than it is. INTS lost money on operations, and only got into the black by dent of interest on their cash. I'm off for the plane in 5 minutes, so I can't comment more now on the quarter, which undeniably indicates they are losing market share -- fast. (A year or so ago, I had projected WIND catching INTS on revenue after a number of years; now its beginning to look more like the end of this year.)

The announced August completion schedule is aggressive, when compared to their last statements to analysts. Unlike WIND's recent Tornado release, however, it will stagger out in a matrix consisting of hosts by supported targets, taking much longer to get all combinations in production.

Look up the latest Fortune magazine's selection of WIND as one of 25 "cool" companies that should be owned.

Allen
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