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

To: Mats Ericsson who wrote (6744)	11/14/1999 2:33:00 PM
From: Mike Milde	Respond to of 10309

non-PC/non-Microsoft computers are trendy right now. :) Mike

To: Mats Ericsson who wrote (6744)	11/14/1999 2:33:00 PM
From: lkj	Read Replies (1) \| Respond to of 10309

People are beginning to realize the potential of the intelligent appliances in the new Internet Era.

To: Mats Ericsson who wrote (6744)	11/15/1999 1:34:00 PM
From: Peter Church	Read Replies (2) \| Respond to of 10309

The whole group is rising in recognition of the opportunity. Why is WIND lagging? MSFT or someone else put a hex on the stock in 1999. By the way, the Wind Inside Portfolio has also been rising. Up 25% in two weeks led by EIM (63%) LBRT (47%) CMTO (45%). The investment theme seems to be working. I have it posted at the following address. I don't know if others can view it too. Let me know. siliconinvestor.com Some people didn't want to discuss the Wind Inside Portfolio here. I think that is somewhat narrow. We are looking at new multi-faceted markets which are just starting to emerge. Wind River is a central participant, but just one part of picture. We need to be aware of the whole landscape. I remember Allen commenting on other non-related companies in the MEMS field and waxing eloquent on SNIC, another dog of a company with major potential. So, I will continue to post the Wind Inside Portfolio here and hope for discussion of these very Wind related companies.