Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: w2j2 who wrote (7757)	5/9/2000 10:23:00 PM
From: lkj	Read Replies (1) \| Respond to of 10309

Paul, No disrespect to Walter, but I don't think that you should get pressured into buying WIND. Do you own evaluation, here is how I look at it. ISI brought over a very strong balance sheet, which will help us in short term. TMS seems to be taking off. This will provide some mid term growth. I2O is something that we have been waiting to explode. It is still not clear when it is taking off, but give it another year, do you see Intel based servers exploding? I hope to see it. What about autoPC, VxWorks for cell phones, STBs, smart homes, cable/DSL modem, and many many more? My feeling is that there is still risk in WIND. It better show good numbers after selling its story to Wall Street. What if it doesn't deliver, which has happened before? But what is the likelihood for Fidler to do something like it? Very slim, in my opinion. I consider WIND as a speculative buy at this point, because I don't have trust in Fidler and Kraber. Let the numbers speak. That's the only reliable source that I will be using. If WRS is really as great as everyone here would like to believe, don't worry about being left out. You still have years of time to buy it, though you might miss the initial run. Regards, Khan