Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: R Sandvig who wrote (5608)	6/25/1999 1:30:00 PM
From: American Spirit	Respond to of 10309

I don't think WIND is the type of company to use "shills". Maybe a zealous WIND fan but maybe just telling it like he saw it. I myself have heard excellent reports about WIND. The only negativity I heard is on these boards dissecting their software systems. Or worrying about whether WIND can sustain 30% growth Well maybe they CAN. They're shifting emphasis now and don't forget a new CEO is coming soon. When AFCI announced their new CEO the stock started moving and is now up 80% over where it was three months ago. Back to January levels. WIND was recently in the 30's remember. It's taken a mean 50% hit without significant substantiated earnings problems. At least I've never heard any evidence that their earnings are going down. Jubak seems to think their revenues will soar now.

To: R Sandvig who wrote (5608)	6/25/1999 1:47:00 PM
From: American Spirit	Read Replies (2) \| Respond to of 10309

Not a company shill. More objective reporting from annual meeting just repeating what was said and felt there. Ronald Ableman had something to say for those looking for investment results in the short term. Namely, that he had no idea what how the market would value the stock (over the next six months or so) and one should look elsewhere or not be in the market at all if they were "nervous" investors worried about the short term. But that if you had a longer term outlook, then, in his opinion, WindRiver stock was a great investment. He personally felt that the stock deserved to be in the $25 to $30 range, and "suspected" it would return to those levels in the not to distant future. Though wanting to soothe sharholders' concerns about the stock price, both Mr. Ableman and Mr. Fiddler gave the direct impression that they really were not concerned about it because they were busy building the company and that it (the company) was executing on plan nicely, was stronger than ever, increasing margins and marketshare, and moving into an era that put Wind River in the middle of the action for sometime to come. They were convinced the company is going to be sucessful and that the stock will follow. I can only say that the meeting was very upbeat. EVERYONE seemed to go away happy and feeling good about the company's prospects. If you were hoping for news that would make the stock jump 4 four or five points, forget about it. It's business as usual. And as usual at Wind River the last few years, business is good and getting better. Even if the stock price doesn't indicate it. -G44 --------------------------------------------------------------------------------