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

To: American Spirit who wrote (6079)	8/13/1999 9:03:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 10309

Spirit, anyone who has seen your posts around SI knows you are a bottom feeder. While not necessarily bad, I'm not sure how deep your knowledge is of the companies that you buy. The problem with Wind is we have no visibility into revs. The company chooses not to provide the info ourselves and the analysts need to get a clear picture of its progress from essentially a VME based company. What most of us would be buying here is not the company as much as the sector. We know the sector will be red hot. Even JFs presentation at the stockholders meeting appeared to be primarily about the sector not about Wind. We have many of these announcements of VxWOrks being licensed but we have no idea if these are simiply $5k-$8K deals with no run time royalties ever being realized. It almost seems easier to analyse where Wind products are not and then see what's left. For instance we know Wind won't be in Symbian/Bluetooth products which could be a significant portion of cell phones and possibly personal internet appliances depending on the success of the alliance. In any case to be comfortable participating in the sector through Wind we would be showing faith in Wind management. But we are even denied that because of the lack of a CEO. And consider absolutely no CEO buzz. Rich