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: James Connolly who wrote (9493)	4/15/2001 2:55:03 PM
From: Allen Benn	Read Replies (2) \| Respond to of 10309

Would it be true to say that WIND's today's of not communicating with investors, not telling the story are now behind them ? Excluding WIND employees how many people were present? James, I will post more about Sony, market position, etc., but within the framework already started. I expect that the story will become better known going forward, both because of a greater emphasis on PR, and because WIND's time-in-the-sun is now upon us. I haven't seen the final numbers on the analysts present, but I did a quick count of about 70 or 80 people in the room. I think someone said about 55 buy-side analysts were present. I had the sense that many of the analysts present were ready to pounce, with most waiting for some sign that the economy won't devastate revenues. If WIND comes close to meeting its guidance, and shows continued confidence in the outlook, the stock will soar. Allen