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

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To: noel berge who wrote (10117)8/2/2002 9:16:05 AM
From: AE   of 10309
 
I agree that it is frustrating to watch WIND's stock performance. However it seems the business is still evolving. The communications sector has disintegrated faster than anyone expected. WorldCom, Global crossing and the others have an impact on the equipment makers who are WINDS major customers. This market is going to evolve over the next 5-10 years. WIND has improved operations, sales, focus and has continued to invest in R&D. The development time of a new semi chip takes time. However as each partner commits to developing chips with WIND's specification in mind they will continue to own this marketplace. I hope that management decides/is permitted to remain long enough to execute on the visions that we all see/saw as so promising.
AE
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