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


To: lkj who wrote (7629)4/15/2000 12:45:00 PM
From: bythepark  Respond to of 10309
 
Kahn - Thank you for your kind thoughts. Hopefully others will appreciate them as much as I do and while I'm at it - let me thank you for the thoughtful commentary & insight you have shared with us over the years.

I know I always look forward to your point of view !

Meanwhile - perhaps overlooked in the midst of our current market turmoil, WIND keeps landing design wins with major corporations. This time it is Hitachi:

New Hitachi VOIP Chips runs VxWorks

biz.yahoo.com

Hitachi Announces Internet Telephony Middleware and Platform for Cable Modems and Residential Gateways

Voice-Over-Internet-Protocol (VoIP) Reference Design with Telephony Middleware And MGCP Protocol Will Speed Time-To-Market and Reduce Cost

SAN JOSE, Calif.--(BUSINESS WIRE)--April 10, 2000-- Hitachi Semiconductor (America) Inc., a worldwide leader in electronics, announced that voice compression codecs, telephony software and signaling protocol have been ported to the Hitachi SuperH© SH3-DSP and SH-4 microprocessors, allowing customers to create a complete Voice-over-Internet-Protocol (VoIP) solution for cable modems and residential gateways. With the addition of Media Gateway Control Protocol (MGCP), Hitachi is offering a VoIP reference design based on the SH3-DSP microprocessor that will be used to speed time-to-market and reduce costs for developers of integrated voice/data access devices.
[snip]
Hitachi's VoIP reference design is currently available (Hitachi part number US7729VOIPDEV3) and uses Wind River Systems' VxWorks real-time operating system (RTOS). Tool support includes Wind River Systems' Tornado to provide a complete working development environment for system designers. Other RTOS support such as Linux, Accelerated Technology, Inc.'s Nucleus+ and Microsoft's Window CE, will be available in the future.



To: lkj who wrote (7629)4/15/2000 6:12:00 PM
From: Andre Daedone  Respond to of 10309
 
To Khan and thread.

Thank you for your kind words Khan. This market has allowed me to double my holdings in WIND and TKLC, while buying three new companies. Yes, I am way down from my Feb/Mar high but what the heck, we are in this for the long term, are we not?? Here is an article that might cheer up some...

Are You a True Fool?

By Paul Larson (TMF Parlay)
April 14, 2000

There's an old proverb that seems especially true in these times of market unrest. It says something along the lines of, "When the wind blows, the tallest trees bend the most." At one point today, the Nasdaq was off over 11%, putting the index down almost 30% in less than a week. Feel those winds blowing? Here in the land of Rule Breakers, we sure are.

The Rule Breaker bent with the best of them today, as the numbers at the bottom of this page show. Being a portfolio filled with young, high-profile companies like Celera (NYSE: CRA) and Amazon.com (Nasdaq: AMZN) , this is not terribly surprising.

With no real news beyond the market volatility to report on, I thought I'd go over the difference between what a fool (small f) and a Fool do when Fate temporarily rains on the market.

A non-Fool... Gets depressed and has an extra adult beverage because of the "bear market" or "correction" or "bubble pop" or whatever you want to call this week.
A real Fool... Laments because there is not more money available to add to the market at reduced prices, adult beverage optional.

A non-Fool... Gets into the stock market expecting annual gains of 30% or more.
A real Fool... Has a goal of beating the market and realizes that the historical market return is between 12-13% annually.

A non-Fool... Is found saying, "The Nasdaq, oh my gosh, is down 35% since March 10! Oh, the calamity!"
A real Fool... Says, "The Nasdaq is up 32% over the past 12 months. Cool."

A non-Fool... Rapidly trades out of stocks, hoping to "ride the storm out" and buy back at lower levels.
A real Fool... Continues to hold, realizing that market timing is something no one has been able to consistently do well.

A non-Fool... Has borrowed money to buy stocks and is sweating margin calls.
A real Fool... Uses little to no margin and doesn't have to worry about being forced to sell at the most inopportune moments.

A non-Fool... Is investing money needed in the next two years.
A real Fool... Is investing money not needed for two decades (or more).

A non-Fool... Is easily fed up with terrible short-term performance.
A real Fool... Realizes that the stock market remains the best place to invest for the long-term.

A non-Fool... Looks more at stock quotes than at the companies they represent. Today is a big day for them.
A real Fool... Realizes that buying a stock is buying a business, not a trading vehicle. Sans important news about their companies, today is no big deal.

A non-Fool... Will be checking stock and futures quotes from around the globe late Sunday night, hoping to see where the market will head on Monday morning.
A real Fool... Will be sleeping soundly.

A non-Fool... Acts like today is the end of the world. Contemplates never investing again.
A real Fool... Believes the world, while nowhere near perfect, is as good a place as it has ever been and is only getting better over time. Believes it is a world filled with companies worth investing in.

A non-Fool... Will let this week's market move ruin his weekend.
A real Fool... Will enjoy the weekend.

Be a Fool.

Best Regards,

Andre