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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (4576)4/3/1999 2:55:00 AM
From: Bruce R. Schlake  Read Replies (1) of 10309
 
It seems WIND will be everywhere but currently it is nowhere. The Pathfinder was a wonderful thing but how many people are going to buy one. I2O sounds interesting but is it going to takeover the world and make lots of money. RTOS is powerful but how fast do you really need to push the buttons on your new personal device or Internet appliance. Of course this is so shortsighted, but perceptions are reality in the market. How many commercials have we seen selling robots lately?

WIND is not a pure play communication company, nor is it a pure play Internet company. It does not seem to have a proprietary lock on a market segment or be involved with distribution of a killer app or product. The company is not yet perceived to be a potential gorilla and it is not known at this point whether their technology is going to become dominate or diluted (one article I read recently did not even refer to them as the leader in the embedded RTOS market). We have a quality company with tremendous prospects with steady but not terribly aggressive management driving through a tornado.

So the uncertainty keeps the big money out, the little money doesn't want dead money in this great bull market and value is dead. So what to do with a diamond in the rough. I say hold on to what you haven't sold already, wait for the stock to start moving UP, then load up the truck before the first robot commercial hits the air. Great thread, good luck all.

Bruce
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