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Technology Stocks : Wind River going up, up, up!
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To: James Connolly who wrote (5025)4/25/1999 12:40:00 PM
From: Erwin Sanders  Read Replies (1) of 10309
 
Agreed. All of this hopefully are just short-term mamangement problems which one hopes will be straightened out quickly. One would not have had such enthusiasm from Wind in the last conference call if there were some serious concerns on the fundamental drivers of the company, unless they were implementing a campaign of shareholder deception, which is hard to believe. Changes to fundamentals do not happen so quickly without our hearing anything. Fundamentals seem, if anything, stronger, in the light of the articles posted recently on Intel and Cisco.

Of course, one of the key fundamentals is good management, and hopefully we will get a Wall Street friendly one soon. The IQ99 delay is most likely due to T2 delays, as I would imagine T2 would be a very important part of the conference.

Erwin
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