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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?


To: David E. Taylor who wrote (5424)6/9/1999 1:33:00 PM
From: American Spirit  Respond to of 10309
 
Fiddler gave a nice presentation. No glitches or uneasiness. No difficult questions to answer with a positive spin. Emphasized increasing profits minus worthwhile R+D expenses. Dominating CE market against Microsoft. WIND down 40% from its recent high and sounding like a bargain.

And now Fiddler's ready retire and go play guitar. The new CEO will be more internet-savvy and will take WIND into the 21st century.
Let's hope this helps bring new investors into this under-noticed stock.



To: David E. Taylor who wrote (5424)6/9/1999 1:45:00 PM
From: Ramsey Su  Read Replies (1) | Respond to of 10309
 
Unsolicited suggestion to Mr. Fiddler,

from a non-engineer's perspective, I think the average investor is totally clueless as to what WIND products are, what do they do and most importantly, how does it make money?

If I am the IR person at WIND, I would develop a standard "speech", which include some numbers such as license wins, projects under development, magnitude of application (such as how many digital cameras, how many pathfinders etc), numbers that the average investor could relate to. This "canned" speech should be repeated at every opportunity.

Just my 2 cents.

Ramsey