SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wind River going up, up, up!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Peter Church who wrote (2767)2/13/1998 5:12:00 PM
From: J. Kerner  Read Replies (1) of 10309
 
Peter,

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

I would disagree that the market has not recognized Wind's growth potential. Look at the stock's performance against the other technology leaders over the last 3 1/2 years. Other technology stocks have regularly experienced long corrections, especially in their early stages of growth:

techstocks.com

I think recent relative weakness in the stock is a short term phenomenon and has to do with some big players bailing out after deciding that I2O royalties will not be as dramatic this fiscal year as they thought. It doesn't mean the outlook for I2O has dimmed. Wind has over 50 I2O related design wins and all the big companies announced products in October and November. However, it is not surprising that a standard that affects the whole PC industry takes a long time to ramp up, especially when you don't get as much benefit unless usage is widespread.

Meanwhile, Wind's bread and butter markets continue to boom and we should see another great earnings release this month.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News