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Technology Stocks : Wonderware (WNDR)

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To: Robert Sherman who wrote (832)12/5/1997 10:01:00 PM
From: Joey Rodems  Read Replies (1) of 954
 
...thhettle down Robert.

Uh uh huh huh huh. Yeah uh huh software sucks and stuff. Uh huh huh hu.

Although the "No Kidding!!!!" part adds tremendous credence to your claim...the facts simply contradict it.

WNDR eliminated several people in 1996 and early '97 who no longer suited the company's best interests. These folks were not bad people, but they were released as part of the CEO's efforts to prepare the company for long-term growth and stability (the FactorySuite strategy was part of the same initiative).

Some of these guys helped build the company, InTouch, and the InTouch sales channel. They had the vision and creativity to successfully launch the world's first Windows-based MMI. It seemed that they could do no wrong all the way through to the time of the release of InTouch 5, when they finally reached their limitations in terms of engineering and business management. As WNDR started moving into new markets, the limitations of some of its "managers" became evident.

In my opinion, at the time they were not getting the job done coordinating software development projects, beefing up the distribution channel, and (ironically) building an appropriate information technology infrastructure. Most of the people who left (some willingly, some not) did so because they were "in over their heads" or they didn't fit into the new CEO's plans for WNDR's future.

For the short term it was difficult to lose these people who had been around from the earliest days, but everyone who keeps up with WNDR knows that it was essential to install a professional management structure and staff. Management improvements were illustrated at the start of this year when FactorySuite 1000 was announced, again with increasingly positive financial results, and several large enterprise-wide licensing agreements with major manufacturers.

Off subject, what do you guys think about this Enterprise Licensing Program? I like it a lot. Just imagine how many million dollar deals WNDR can close each year with this program!

{"It sucks. All of the brightest customers have recently bailed...uh huh huh huh..."}

-Joey
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