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

To: Allen Benn who wrote (9604)	5/9/2001 12:00:28 PM
From: capt rocky 1	Read Replies (1) \| Respond to of 10309

wind is the most likely co. for takeover in my opinion. intc or msft or si (siemens) are likely suitors. if we can see the potential, why not the big boys? rocky

To: Allen Benn who wrote (9604)	5/9/2001 12:58:47 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 10309

I'll look forward to your thoughts. When WIND announced the BSD deal they did mention that it would be dilutive this year and accretive afterwards. That tells me that the breakout probably won't begin this year, which is why I remain guarded about WIND in the near term. For another gorilla set to break out this year, keep an eye on GX. They report after the close this evening and I expect them to have very good things to say.