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


To: Ramsey Su who wrote (5854)7/13/1999 10:29:00 PM
From: NeverRight  Respond to of 10309
 
Actually, it doesn't seem that the statement is false. If the customers received the upgrade for free then the statement that "only a handful have actually bought Tornado II" is true. It's a positive for WIND that they received some payment from a handful for a free upgrade. :-)



To: Ramsey Su who wrote (5854)7/14/1999
From: Snowshoe  Read Replies (1) | Respond to of 10309
 
Ramsey, why don't you give Matt a call and ask him about it? Here's his direct phone# as posted on Yahoo! BTW, I don't necessarily share your negative feelings about H&Q. I'm staying neutral while I wait to see if WIND ships TMS this quarter. -Greg

messages.yahoo.com

Let's ask Matt Belkin - here's the #
by: George__Jefferson (60/M) 2896 of 2897
Just got WIND's investor package, and it conveniently includes Belkin's phone #. I tried it tonight and it is indeed his direct line - (415) 439-3585

He sounds like a 21 year old on his voice mail - obviously not a well-traveled analyst (we knew that from his report). I encourage ANYONE with ANY questions or comments to please ask Belkin. It will be fun to hear about what he has to say to the people he helped screw. People should be held accountable for irresponsible and unscrupulous behavior - let's make a statement to little Matthew.

Be sure to tell all your friends on the other boards to call, too! Have a blast!

George

Posted: 07/13/1999 09:39 pm EDT as a reply to: Msg 2893 by techstockfool



To: Ramsey Su who wrote (5854)7/14/1999 2:23:00 AM
From: lkj  Read Replies (1) | Respond to of 10309
 
Ramsey,

In engineering, people are reluctant to change tools that are already working. I think H&Q was trying to say that most of the existing Tornado customers have not chosen to upgrade to Tornado II. But the important thing is whether T2 is bringing in new customers. The H&Q report did confirm that T2 is solidly attracting new customers. I take this as T2 is doing just fine. The poor H&Q analyst simply didn't understand his own findings.

I have read H&Q reports on other companies before. They have been wrong quite often. It is amazing how little industry knowledge some of these analysts have.

Khan