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

To: Carpe per Diem who wrote (9477)	4/10/2001 9:26:55 PM
From: Capitalizer	Respond to of 10309

I found this report on the WR Hambrecht website. wrhambrecht.com

To: Carpe per Diem who wrote (9477)	4/14/2001 11:03:10 AM
From: Allen Benn	Read Replies (2) \| Respond to of 10309

Can anyone provide a recap of yesterday's meeting w/analysts Last Monday’s Analyst Day confirmed the observation I made last September that WIND’s market position was so strong that the long-term investor will be amply rewarded for holding this stock. I was giddy then with the spate of exciting news announcing one strategic relationship after another, and I remain giddy today after digesting information heaped on analysts Monday. My difficulty now is trying to decide how to convey to the thread what I learned at the conference, so you can judge for yourselves. For me the issue is not just the amount of information provided but also the importance of a number of secular trends that the managers unearthed for analysts. Only by understanding these mega-trends can one hope fully to appreciate WIND’s market position and ultimately its viability in a competitive software business. Consequently, I will try post a series on each major theme, while weaving in relevant information WIND provided at the conference. I apologize in advance if I misrepresent trends WIND presented, or if I saw signs of trends where none was intended. This is heady stuff, and I can only try my best. Allen