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: hueyone who wrote (8378)	9/1/2000 10:55:47 AM
From: peter grossman	Read Replies (1) \| Respond to of 10309

Don't get me wrong. IMO, net operating income should come from operations, so the key is beating estimates with unambiguous operating income, not investments. If on top of that, investment profits are consistent, not only is the balance sheet improved, but the reports simply look better, a la Intel. A well run fund in WIND's space seems like a no brainer, particularly when you are solidifying customers. They already have a head start with LBRT and others, so over time I think consistent performance will evidence itself. 3Com did the same thing with remarkable results, without ever reporting investment profit as income -- as I recall.