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

To: Joe Smith who wrote (8200)	8/7/2000 10:22:16 PM
From: Ramsey Su	Respond to of 10309

Joe, when I invest in a company, I have certain expectations. Beating the Nasdaq, DOW, or CDs is not usually a consideration, it is a given. My frustrations with WIND, I thought, was quite clearly laid out and I sure don't see it as whining. The company had not executed as they had hoped for. I don't think WIND will deny that. Ramsey

To: Joe Smith who wrote (8200)	8/7/2000 10:24:25 PM
From: the hube	Read Replies (3) \| Respond to of 10309

Joe: Even though you responded to Ramsey, I feel like you were responding to me. First of all, I don't really have much of a problem with the insider sales. I advise people to do it all the time. Second, for you to be only disappointed in wind's performance over the last month or so means that either your timing was very good, or you haven't really been in the stock that long. Since you indicate that you have sold when the timing seemed right, I assume that your timing is very good--much better than mine. I still own most of the Wind stock I've ever bought, since I'm primarily a buy and hold type of investor. In retrospect, that has been a mistake with wind. It is true that wind has outperformed the Nasdaq over the last one and five year periods. In the five year period, it is almost entirely attributable to pre 1998 periods, and in the case of the one year chart it is because it took so long to recover from the January 1999 disaster. Over a two year period it has approximately broke even--compared to the Nasdaq, that's not great. Compared to almost any other company involved in the internet infrastructure its terrible. Compared to your 74% performance, I'd again say your timing has been very good. Wind has a current market cap of about $2 billion. I'm guessing that they do about $425 million in revenue this year. Their PSR seems low compared to other similar type companies. My main point was that wind is a hard company to understand, and they do a very poor job of telling it. My opinion is that they need help. Obviously, if they report blow out numbers, they could probably tell any story they want. My guess is that they have good numbers, but not a blow out. BTW, today I did what I usually do when I get real frustrated with wind. I did a search on dice.com for VxWorks and looked at all the things companies are doing with it.

To: Joe Smith who wrote (8200)	8/7/2000 10:34:48 PM
From: lkj	Read Replies (2) \| Respond to of 10309

Joe, I agree with you. There is nothing telling me that the company's future is in trouble. The management's job is to run the company, not responding to institutions. Let the numbers speak for itself. The stock price will follow. Some of you have pointed out that the embedded market is not very easy to understand, neither is B2B, Communications, or semiconductor. Whine, whine, whine.... That's all analysts can do. If you don't like WIND, sell it. If you find the current price attractive, which I do, buy it. Fidler and St. Dennis: Please spend 100% of your effort on running the company. If you execute, no single person is going to complain about embedded being hard to understand and that WRS needs a PR team! Khan