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Technology Stocks : Wind River going up, up, up!
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To: peter grossman who wrote (3280)6/12/1998 1:05:00 PM
From: Ronald Paul  Read Replies (2) of 10309
 
I fully agree with you. Besides the MSFT noise making, other external factors such as the Asian economies and investor jitters over lower earnings as a result seem to apply a negative synergy to WIND's stock.

I think that regardless of how well WIND does in the next 12 months that investors will continue to trash the stock however.

Time and again, MSFT admits (as Abelman pointed out as well) that the threat does not extend well into the deeply embedded space - WIND's sweet spot. Steve Ballmer's recent upchucking about embedded NT and how this third party will provide some way of force fitting NT into the embedded space is the greatest bit of hogwash to come from MSFT.

Even with their backpeddling about how it doesn't apply to WIND's core, as well as Abelman pointing out how limitted MSFT's initiative will have on WIND, all these facts will continue as they do now, to fall on deaf ears because of perception which always has and continues to rule the roost on Wallstreet.

These developments really illustrate how value is determined by the broader market when they have just a surface understanding of the RTOS segment.

That is why I would be surprized if WIND stock performs at all anytime before MSFT finally ships their new embedded junk. Indeed, when MSFT ships, you can count on it trashing WIND stock bigtime before it gets better. MSFT already says that the timing is about 12 to 18 months out. It will be some time after that before investors are clued into what BS this MSFT initiative is.

Just my $0.02

Ronald
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