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Technology Stocks : Wind River going up, up, up!
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To: Peter Church who wrote (9985)2/22/2002 6:18:12 PM
From: Ausdauer  Read Replies (1) of 10309
 
Peter, I am right behind you on your opinion and started a position in WIND today.

Seems like there were many actually passing WIND today.

I can't say I completely understand the breadth of the potential market at this point.
I also see it as a holding that will require patience to mature. I am still a bit freaked
out about how WIND publishes both pro forma earnings and GAAP estimates with their
substantial write-offs. I tend to squint and look primarily at top line growth and then try
to recall that we are exiting the worst slowdown for tech. Given that I think the strategy
for break-even operations and focusing on partners and design-ins makes sense.

I am also a sucker for this "modularity" theory. It makes alot of sense, at least in broad
brush strokes as it has been presented.

Aus@WIND=ausverkauft.com
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