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

To: w2j2 who wrote (5824)	7/10/1999 9:40:00 AM
From: Benjamin Ostrom	Read Replies (1) \| Respond to of 10309

We don't know that Abelman wanted to do - it's speculation. I think the decision was more basic than that, related to the long term strategy of the company. I guess that Fiddler wants to ride the new wave, grow the company and greatly expand the user base & influence. Maybe Abelman wanted to stick to the tried and true strategy of working with large companies and govt. That would be good only in the short term, but disaster in the long term because they'd hit a wall on keeping the high margins due to lower revenue growth with competition (ie newbees trying to enter on price). And yes, with such an approach, selling would be an option. I think we'll see a much greater payoff for the investor with Fiddler's approach to position for explosive revenue growth and services profit in the long run (see previous post) - but it does require some investments and hence the low stock price now as new investors aligned with Fidler's vision replace the sellers. Successful companies have to stay in front of change to prosper. Sincerely, Ben