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Technology Stocks : Wind River going up, up, up!
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To: James Connolly who wrote (4657)4/6/1999 5:32:00 PM
From: Bruce R. Schlake  Read Replies (1) of 10309
 
I am familiar with all of the naysayers indicating that MSFT cannot do a true RTOS and ENT may be a flop. That very well could be the case and therefore the market has totally overreacted to WIND and it is a screaming buy. This would mean that they should increase their market share and dominance in years to come in the true RTOS space.

But the real objective is to make money and not fall in love with a stock. The point is, ENT is now real and coming public, and in this environment WIND may be dead money for some time to come unless they get much more aggressive in their visibility and show the world that what they are doing is not what ENT is going to do. Of course, greatly increasing revenues and earnings would speak for itself.

MSFT has a very acute way of displacing investment money out of any space they enter. They also have a way of being successful in the markets they enter, especially with booco billions to keep trying after they screwed up the first and second time. I think caution is the wise choice at this point, until the stock begins moving up again. There's too much money to be made elsewhere. In fact this stock is one of the few I own that has had a poor performance. Even so, I am still very bullish on this company. FWIW, Bruce
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