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

To: lkj who wrote (7574)	4/1/2000 11:58:00 AM
From: Mike Milde	Read Replies (1) \| Respond to of 10309

A little more info... This is from Yahoo, so take with a grain of salt, but atleast it's positive: ........................ a man named Matt Belkin, who formerly followed Wind River as an analyst for Hambrecht and Quist has recently begun a web site on which he regularly posts update on the company. He can be reached at the following site; egroups.com Here is his explanation for the late afternoon price drop: A few quick words on today's late drop. First, there is a lot of concern about Monday's call. I've heard a dozen rumors relating to the "restatement" that even go so far as to suggest Wind will preannounce. There were also some substantial blocks traded late in the day, which accounted for a good portion of the days volume and fueled the precipitous decline. So, let's review. Monday's call will feature "consolidated" results as per pooling of interest accounting. This does NOT mean Wind or ISI has been cooking the books and is not like the restatements of companies like Informix, HBOC, et al. Some investors seemed to be confused about the difference. Next, Wind will NOT be preannouncing on Monday. Think about it, there is still 1 month left in the quarter. Considering most software businesses do 50% of sales in the third month, this is a silly suggestion. Even more so considering Wind generates roughly 20% of revenues from royalties. Finally, the volume, while I can't be certain, it is very likely a fund/several funds needed to sell ahead of the quarter close, i.e. Window Dressing. In fact, Wind is up 4+ on Island/Instinet as I write this. The bottomline is that we're all looking at a SIGNIFICANT BUYING OPPORTUNITY. Profit from ignorance. Cheers and have a great weekend! - Matt

To: lkj who wrote (7574)	4/1/2000 6:55:00 PM
From: Bernard Levy	Read Replies (3) \| Respond to of 10309

The swan dive at the close was not unique to WIND, LBRT or TKLC. Look at RSAS as well. It looks like an entire list of small to mid-cap tech stocks got hammered at the same moment. Conspiracy theories, anyone?

To: lkj who wrote (7574)	4/3/2000 3:01:00 AM
From: lkj	Read Replies (1) \| Respond to of 10309

Here is the best explanation of the WIND drop that I have found. The culprit is bad Feng Shui. Feng Shui is a Chinese superstition. sjmercury.com Since "feng" means "wind" and "shui" means "water", the weakness in WIND can be explained in two ways. 1) It's not WRS' Feng Shui bad, it's just not the time yet, as Alan Michelle would agree. 2) WRS should change its name to WWS-WindWater System. Since this is relatively easy to do and I don't have 2 years to wait, we should have this in the next proxy. The American Indians didn't teach Fidler Feng Shui right. "Shui" meant "water", not "river". Let's hope for better Feng Shui to come. You don't think that I really believe in this stuff, do you? Khan