Wind River going up, up, up! Message Board

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

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To: Judy who wrote (3813)	1/10/1999 11:46:00 PM
From: carolyn walder	Read Replies (1) of 10309

Judy - thanks for the response. I am doing better, but not by much! I have to say I was surprised by the lack of market response to the split announcement. Maybe waiting for earnings? As you say, this company is below the radar screen of the "average" "investor" (you know those buying the internuts/4 horseman etc.?... Do you think that the next leg up will begin into earnings? I would have to think so unless there is major announcement from the company. Also my theory on why the split announcement now...if they have good news to report in Feb - Ron wouldn't want the market to have too many reasons to get carried away with the stock price... I hope I am right. My other portfolio companies? I was lucky enought to invest in Intel, FNM, EMC and PFE in 1995 and have been holding, adding in the downdrafts. I had Motorola and several other smaller dogs that I got tired of waiting for the stories to materialize, so I cut bait. Held AOL and Cisco and cut too early (I thought the PE's were too rich - silly me). I also hold BOH (the old Bank of Hawaii - now Pacific Century. It is an interesting monopoly in the South Pacific Region - however the reliance on Japanese money in this area has hurt.) I am an NAIC member and I have got several ideas from their monthly mag, Better Investing. EMC was profiled several years ago as was Pfizer. Interesting side note...I was at an NAIC regional conference about three or four years ago and I heard a presentation from someone at PFE. Among other things he said they were working on a rheumatoid arthritis cure and new antibiotics. He also said they noticed an unusual side effect from a drug that was under study. It appeared that it significantly enhanced male penile 'function' and they were having trouble getting the drug back from study participants. Well, we all know where that lead... I am still looking for smaller "moat" companies with great growth prospects...do you have any candidates? Take Care, Carolyn

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