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

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To: Peter Church who wrote (2767)2/12/1998 12:45:00 PM
From: Snowshoe  Read Replies (1) of 10309
 
>>Any comments on Engles' knowledge of Wind River?<<

Paul doesn't seem to follow WIND as closely as many of us on this thread. I suggest you review the following posts from the Intel thread...

exchange2000.com
exchange2000.com
exchange2000.com

>>Paul said: "However, I do believe it has real limits as to its ultimate growth rate - it serves a rather narrow market." You said: "He seems to contradict, without substantiation, the main thesis of this thread: that Wind River is one of the best growth companies to own stock in. I always assumed that growth would be fast, not just low risk and that the company has very broad market opportunities. What has surprised me recently is the lack of corroboration of this thesis from other sources, and from the market."<<

IMHO WIND does have many opportunities, but I think the market fears the potential risk of competition from Microsoft. In view of this risk I prefer a diversified investment strategy, rather than betting the farm on WIND. -Greg
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