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

To: Joe Smith who wrote (5437)	6/10/1999 3:24:00 PM
From: James Connolly	Respond to of 10309

Joe, You make two interesting points. "Wind's marketing of their company to investors" I am beginning to think that PR to investors is very much an up-hill battle. For example, QCOM stayed in a trading range of between $25-$30 (split adjusted)for 2 years. It was not until it did a deal with ERICY that it took off and went to $110. The ERICY deal mattered but the PR did not. "Ron's "stepping down" seems to indicate that the BOD is no longer satisfied with his methods" According to Ron he stepped down for personal reasons. Perhaps its best that he remains innocent until proven otherwise. Regards JC.

To: Joe Smith who wrote (5437)	6/10/1999 7:18:00 PM
From: JPhilipS	Respond to of 10309

I stated my point about the annual report as a supporter of WIND. The fact is, all companies have various constituencies: customers AND investors included. Customers buy the product. Without them why have a company? Any company ignores its customers at its own peril. Stock holders provide the capital to allow the company to function. They, too, have made a purchase -- a purchase of a small piece of the company. Can a company ignore them? Most of us on the board are investors; I doubt many are customers. I think it's natural that we speak from the point of view of investors. Not all the institutional representatives or individuals who own WIND stock are literate in the technology. Providing the people who may choose to provide more capital with clear, persuasive insights into a company's activities seems like a good investment for any company. Even when WCOM was small, their annual reports made me want to buy more stock. I did, and I am glad they encouraged me.