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: Snowshoe who wrote (4013)	1/23/1999 6:35:00 PM
From: Scott Kessler	Read Replies (1) of 10309

1) According to the 2/1 Business Week, WIND was the top holding in Janus Venture, w/ $1.25 bln in assets (4%) & Pioneer Mid-Cap A, w/ $891,000 in assets (3%). Maybe 1/both sold some/all. 2) As indicated b4, CSFB has no banking rel. w/ WIND --- Deutsche Bank Secs. is their banker -- did their IPO. However, CSFB analyst Mike Kwatinez used to be w/ DBS & is considered the stock's axe for this reason, among others (has a good rel. w/ top competitor MSFT). Note Kwat kept his strong buy & his ests. 3) This situation is reminiscent of PSFT, but PSFT is in an industry which started to slow dramatically -- not the case here! Net appliances, etc. are all the rave. 4) Hopeful that $30 on Fri. was the bottom & could see easy movement higher w/ funds looking for mid-cap value/growth combo. Many rotating out of Nets & large-cap techs -- WIND may be perceived as a very cheap way to play the net (even Schwab thinks it's a Net stock). 5) Co.'s pr was solid. MANU & PSFT disclosed that there were more probs. than originally anticipated in their eventual releases. 6) Agree that co. wouldn't have done split if thought business was imperiled.

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