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To: capt rocky who wrote (26825)8/10/1999 1:23:00 PM
From: Richard Habib  Respond to of 93625
 
Cap, yeh Wind River is interesting. I have a small position around 19. That sector has immense potential but I hesitate to buy more. The problem is the company has no visibility. You can't determine whether the many design wins are translating into run time royalties. My instinct is that it has great potential but little reality right now. I think it still is to a great extent a VME company doing one off projects. I use options as an investment vehicle and I can't come up with a scenario that yields a timeframe that would result in good risk/reward. Rich