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Technology Stocks : Wind River going up, up, up!
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To: Mark Brophy who wrote (2525)12/16/1997 5:52:00 PM
From: Joe Smith   of 10309
 
It looks to me like the market spoke between mid-Aril '96 and early to mid-June, '96. If you weren't lucky enough to be in then, there hasn't been much reason to be in since,except maybe around mid- March '97.

What your chart shows me as a long term investor is even more volatility than WIND. Volatility that drops RSYS PE's to very, very low levels. There can't be that much confidence in the future to generate these prices. I would rather own a well-managed ompany that might be a bit over-priced than look for value in a possibly undervalued company like RSYS.

But, what is the point?Why not compare WIND to PEPSI or Wells Fargo. Compare WIND to stocks it directly competes with INTS, MWAR. Then you get a very positive answer.

What strikes me about WIND is their conservative management. Managers that are not afraid to let the stock take a bit of a breather after two years 150% appreciation. They don't push, which gives us the chance to get in at a reasonable price.

Is it just a conincidence that you came back to the thread when WIND had just completeted a downturn of about 30%. I think that one thing that anyone can say aboutWIND's chart is that if you are allowed to pick a day on the chart, you can make any point you want. 47 a few weeks ago. 20 in March. 44 in January. 33 yesterday. What number do you choose?

To the static long-term investor, WIND has not given much this year. Sure that is disappointing. But, I don't think it is very profound. I think that if the market can actually speak in any comprehensible language, it takes a bit more compex analysis to figure it out than picking a particularly good price point and making a head-to-head comparison.

The question is, is this a good time to own WIND. What will the market say next week, next year... Has the market factored in WIND's potential? Will WIND live up to this potential? Do I like "sharing" in the ownership of this company? What are they doing with the money that I invested (Hard-earnedd of course)?
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