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: sweetrock who wrote (503)	2/11/1997 8:50:00 PM
From: Mitchell Jones	of 10309

Welcome to the thread,Les. To the best of my knowledge, Cabot has not commented on WIND. There have been no reports of it on this thread and I haven't found mention of it anywhere else. Perhaps you're thinking of Radisys,which was Cabot's pick for the stock of the month for October, as I recall. I agree with your reasoning as to the cause of the recent weakness. The "Barron's" article was like blood in the water and probably triggered a lot of short selling. WIND is a natural target with high the valuation it carries; however, WIND has earned that valuation and will meet the challenge. Unfortunately, Allen is out of the country until just before earnings release. He previously (Post 422) indicated $.21 to $.23 to be his estimate for the Quarter. This would continue WIND's string of besting analyst's estimates. I am not sure Allen expected the i960RP chip to blossom as quickly as it did, but,for now,his estimates stands. I doubt"Even Stephen" can make sense of the recent chart,but he's at least here and I'm sure he'll help us if anyone can. Mitch

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