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


To: Allen Benn who wrote (7981)6/20/2000 12:55:00 AM
From: Allen Benn  Read Replies (2) | Respond to of 10309
 
BTW, I was overwhelmed with how well the first-ever analyst day unfolded. This was the best job, by far, WIND has ever done in presenting its story to the Street. If you couple this excellent presentation with the abundance of news hitting the Street lately, there is a lot for the investor to be excited about.

While I was too busy to talk to many of the analysts in attendance, the ones I did talk with seemed stunned by the number and revenue potential of WIND's developing opportunities. At one point, Curt Schacker, Marketing VP, showed how all the pieces come together by using DSL as an example. I am certain I was not the only one in the audience desperate to enter the numbers in a spreadsheet to verify and extend my mental calculations.

More to follow...

Allen