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

To: Prognosticator who wrote (8380)	9/1/2000 12:45:53 PM
From: Allegoria	Respond to of 10309

CEO just interviewed on CNBC. Nothing earth shattering but he did portrayed WIND pretty well, focused on the long term... I have to weigh-in that net operating income should come from operations. The Street will eventually punish you if your 'operation' numbers are relying on investments, "so the key is beating estimates with unambiguous operating income, not investments." I been bitten by this before. This has been a great trade, so I am out now looking to re-enter at lower prices. Good luck to you all, Eric

To: Prognosticator who wrote (8380)	9/1/2000 12:45:55 PM
From: Starlight	Read Replies (3) \| Respond to of 10309

Hambrecht rates WIND a Buy: cnetinvestor.com

To: Prognosticator who wrote (8380)	9/1/2000 12:46:15 PM
From: cfoe	Read Replies (2) \| Respond to of 10309

Just watched St. Dennis on CNBC. Decent questions from Tyler M., two good questions from viewers, very good answers from St. Dennis. Got to emphasize (twice) the 20 design wins in optical this past quarter. Got to say (twice) that the market was moving in their direction. Also, mentioned (twice) smart devices and showed the new SONY item (it is small), spoke up its capabilities and ended leaving the impression that WRS software is key to a product such as this. Said they are just at the beginning of a ten-year time horizon for growth. Handled e-mail question about Linux well. Only place I think he mis-spoke is saying they upped revenue guidance to 38%. I think he meant to say from 38% to 39%. Overall, very good publicity for the company.