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To: Carpe per Diem who wrote (8719)10/27/2000 6:27:23 PM
From: Prognosticator  Respond to of 10309
 
I far prefer Fiddler's response to the response I've heard time and time again from overconfident CEO's which used to be "We're going to be the next Microsoft". This almost always just precedes their fall from grace.

These days, sensible CEO's don't aspire to be bullying, customer abusing, law breaking monopolies

P.



To: Carpe per Diem who wrote (8719)10/27/2000 6:35:41 PM
From: James Connolly  Read Replies (2) | Respond to of 10309
 
Rinks,

In the fullness of time WIND will be as big as WIND will be, whatever size that is. It looks to me like WIND is focused on developing better products, not on Microsoft's arbitrary market cap. Perhaps that's what he was getting at.

I think Tawei Liao said it best on his web site.
ixix.com
"A company cannot define itself through the eyes of its competitors. Such a company has no soul and no culture. It stands for nothing except for fear"

Regards
JC.



To: Carpe per Diem who wrote (8719)10/27/2000 6:56:02 PM
From: SPSEIFERT  Respond to of 10309
 
I am a recent investor in WIND and have tried to understand what the market is and where it is going. The conclusion I have reached is that the proliferation of package operating systems will continue and probably at an accelerating rate.If you accept that assumption then the question is--- who are the players? There are some that I am aware of --Linux''Msoft' etc. The next question is-- Given the opportunity; does the current management have the vision AND THE ABILITY AND THE FINANCIAL RESOURCES to execute. If your due diligence turns out similar to mine you may want to take a position in this Co. Having said all of the above, I think that if the execution is flawless then WIND
is a huge opportunity for investors.



To: Carpe per Diem who wrote (8719)10/27/2000 10:02:07 PM
From: saukriver  Read Replies (1) | Respond to of 10309
 
"Will we be as big as Microsoft? To some extent, I don't care," Fiddler says. WIND is currently about 1% the size of Microsoft, as an investor in WIND, I think Fiddler's comments are not in line with shareholders.

Microsoft grew and grew. Beginning 1996, perhaps earlier, the motivation for many at Microsoft was to build their fiefdom. This tendency has ruined many companies. Just think of what would have happened had Microsoft taken all their billions wasted* on AT&T, Web-TV, Wince, etc. and used those monies to buy back their shares. Microsoft would today be a lean, mean fighting (other than litigation) machine. Instead, it went off empire-building. Ironically, this is precisely the tendency of companies that Bill Gates' pal Warren Buffett hates.

Fiddlers comment in the Forbes article could be taken as saying nothing more than that he has no goal of growing for growth's sake. That is entirely in line with the interest of shareholders.