SI
SI
discoversearch

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: carolyn walder who wrote (8780)11/10/2000 1:08:10 AM
From: Prognosticator  Read Replies (1) | Respond to of 10309
 
My comment (which you didn't ask for) for today is "What the **** happened". Apart from market-makers having a field-day cleaning up on stop loss orders?

siliconinvestor.com

P.



To: carolyn walder who wrote (8780)11/11/2000 12:38:37 PM
From: Mark Brophy  Read Replies (1) | Respond to of 10309
 
I haven’t been following WIND much.

It looks like revenues are growing at a good rate, but earnings are stagnant. After seeing the fall of former darlings such as DELL and MSFT, investors might become more discriminating in the future.

Finding a stock below book value that appreciated 10x in a year has reduced the need for me to cast my net wider. Even now, AFCO costs about half of WIND and I expect higher growth from AFCO in both revenue and earnings. I predict that AFCO will rise 10x again in the next couple of years. My rationale is on the Yahoo AFCO thread messages 1492 and 1545:

messages.yahoo.com
messages.yahoo.com

Having sat out the Internet stock hysteria, I’ve never had a stock multiply 100x in 3 years. The future is very exciting!