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

To: lkj who wrote (7613)	4/8/2000 11:15:00 PM
From: Mike Milde	Respond to of 10309

<< The buzz word is B2B. >> Wind River is one of those companies that has never had to chase the right buzz word. Mike

To: lkj who wrote (7613)	4/9/2000 1:52:00 AM
From: lkj	Read Replies (1) \| Respond to of 10309

AOL and personal computer maker Gateway are building three new appliances for home Internet access that will run on the Linux operating system, an emerging competitor to Microsoft's Windows. The new appliances are scheduled to hit store shelves late this year and early next year, AOL officials said. See complete story: sjmercury.com

To: lkj who wrote (7613)	4/17/2000 4:19:00 PM
From: Allen Benn	Read Replies (2) \| Respond to of 10309

A new valuation model is coming out for the money loosing dotcoms. A lot of dotcoms will be washed out. Others will continue to fly high. The buzz word is B2B. <i/> You might be a few days late about B2B. Already in Europe, one paper commented on B2B this way: Boring to Bankruptcy. Apparently, B2B companies are finding that old economy companies are not going to stand by and let upstart Internet companies rake excessive profits from their businesses-any more than the auto companies will turn over their dashboards to Microsoft without a struggle. It is probably too much to hope for, but I would really like the recent market correction to dampen the wave upon wave of faddish investing. While it is good that new ventures have access to capital, an excessive continuation of this tendency is dangerous to the reasonable conduct of business. These investor manias cause capital to be poorly allocated, beyond anything reasonable and appropriate to the economy. Probably my biggest fear over the last year or so is that WIND could be seriously challenged by a no-name IPO with a mega-billion market cap. Allen