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

To: Richard Knox who wrote (7884)	6/2/2000 2:51:00 PM
From: JGoren	Respond to of 10309

market obviously doesn't agree, down 2. earnings not big enough to produce that kind of multiple. it's a hard biz model to understand.

To: Richard Knox who wrote (7884)	6/2/2000 3:43:00 PM
From: KevRupert	Read Replies (2) \| Respond to of 10309

Richard, your thoughts are more than "simple ideas"! They make sense. I do not know if you listened to the conference call, but I encourage you to do so. My basic thoughts after digesting everything: 1) the company is definately heading in the right direction; the management team is positive of the prospects going forward, and for a successful implementation of all acquisitions. I'm long the stock, and simply don't want to miss out on the stock - when it takes off. On the other hand, 2) I do have some negative thoughts (and please disagree or point out my misguided thoughts when necessary; as the acquisition of "Odyssey" was pointed out this morning! lol) : These are my negative thoughts on the company, that I keep in the back of my mind (and I still can't answer!) If the company is as intertwined in the embedded chip industry as the pundits claim, then why isn't there more growth? Why doesn't a high-tech company, with the foresight of a Mr. Benn, acquire "wind" at a cost of $3 - $5 billion (which is quite low in today's market place). As a lay investor in this field, I would imagine that the revenue growth should be at least comparable to the industry leaders in the fiber optics, electronics, internet storage, and semiconductors. The electronics industry is exploding. If you look at companies like brcm, pmcs, intc, sndk, emc, jdsu - they are all exploding. The electronics industry should be at the forefront of embedded chip demands. The pda's, computers, and all electronic products can utilize "wind"'s products, and yet "wind" is growing at a good, but not great 35%. I'm missing something. I have observed "intc" over the years, and they simply would not just work with "wind" if they believed that "wind"'s prospects were incredible. They would purchase "wind" outright. They have done this repeatedly with significant threats from the competition. Why not now? I guess my thoughts are based on the market flying today, and "wind" dropping (quite short-minded, I must admit). If we are to believe the experts (Mr. Benn - among many), management, and the forecast for the future, then why is the company so stagnant in price? Others within the industry have to be able to identify the value of a company like this, assuming the value is indeed fantastic. Unless there are issues (i.e., competition) that we aren't aware of. Just playing devil's advocate! :)