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

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To: Allen Benn who wrote (4574)4/2/1999 12:39:00 PM
From: sweetrock  Read Replies (1) of 10309
 
First of all, I'd like to thank you for your explanation of the activity in Wind over the last month. All of us posting or watching the thread are searching for the answer that responds to our question: why the stock is slowly bleeding.

I'm not a technician but I do have some observations based on human behavior.

The last conference call's question and answer period ran extremely long. A few analysts concluded their turn only to jump in again and ask even more specific questions. I had not heard this kind of prolonged digging for information on previous calls.

My take on this is that they too did not know why the stock was so severely punished on Jan 22.

One gentleman dispensed with technicals altogether and simply asked if Janus was still a major holder.

Overall, this company and its products are not well understood. In part, analysts rely on the behavior of other analysts to guide them in their treatment of the company. This is very unfortunate because there are so few who seem to grip the fact that embedded systems is not just a viable technology but one that is destined to become just as much as fact of life as the personal computer or the internet.

Wind will have just as much if not more involvement with the internet than some of the high flyers of the day. But because of the nature of embedded systems, it is not widely recognized.

More importantly, the third wave of computing is not yet associated with any particular activity.

Part of management's challenge is to create much better awareness of how Wind will impact the average person if it lives up to its potential.

As for the performance of the stock, Wind never stays down just as it never stays up. When we finally break this cycle, the current price will be an incredible gift handed to us on a platter of misunderstanding.



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