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

To: JMD who wrote (5435)	6/10/1999 11:53:00 AM
From: Bargain Hunter	Read Replies (2) \| Respond to of 10309

It's not appropriate to compare WIND to CSCO and TXN in terms of PR and annual reports. Both of those companies are much bigger than WIND and can afford to spend more. WIND may, indeed, perform this function badly for their size. Does anyone have examples of similar or smaller sized companies that do better? And how important is it anyway for a company that doesn't sell to end users? Do we think that WIND is unknown to or misunderstood by a significant proportion of its target market?

To: JMD who wrote (5435)	6/10/1999 5:33:00 PM
From: Starlight	Respond to of 10309

Speaking of John Chambers . . .Did anyone happen to catch the interview with John Chambers on CNBC today during the 3-4:00 EDT hour? He very concisely explained why the internet is so very important to our total economy, and he said that in the last 5 years, the internet has generated more jobs and business then the industrial sector has in the last 100 years. (I hope I have my facts correct here. Someone correct me if I'm wrong.) In any event, anyone seeing his interview would come away with a whole new perspective on just what the internet means to our country's economy and to the world economy. He also broke down the internet into four sectors: application suppliers (like Oracle), hardware suppliers (like IBM and Dell), infrastructure (like Ciena) and . . . don't recall the fourth. I didn't take notes. I hope someone else saw this and can add to this.