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Technology Stocks : Wonderware (WNDR)

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To: Robert Sherman who wrote (838)	12/8/1997 10:48:00 PM
From: Joey Rodems	Read Replies (2) of 954

Rather than making investment decisions based on sound bites, why not go on key indicators? Look at the company's management, strategies, performance, market factors, etc. Based on these factors, if the guys who are running the company and writing the software are not the best and the brightest of WNDR, then I say "bring on the ideots". <<Ever since Slavin has taken over, the stocks been down>> The CEO inherited a nightmare in 12/95 and has turned it all around. He should be judged by WNDR's performance beginning 12/96 since it takes at least a year to make a serious impact. <<Some of the best people started their own company, others have joined competition>> Several of these "best people" (I just bit my tongue) started a company about 17 months ago with an IPO of $9/share and managed to parlay it into a whopping $4.50/share at today's close. A few are promising blue skys because MSFT renamed "OLE2". One (who was "drafted" to leave) went to work for a HMI competitor after months of unemployment. Most have faded into obscurity. As an investor, I would focus on the current and expected fundamentals of a company versus outdated and/or uninformed commentary. -Joey

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