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

To: Allen Benn who wrote (9626)	5/14/2001 3:11:35 PM
From: Richard Knox	Respond to of 10309

Thanks for the background on Jaffe Allen. IMHO, all the stars are coming into alignment for a turnaround in WIND's stock this summer: 1) Tech investors throwing the baby our with the bath water and sending the NASDAQ down 65% 2) WIND lowering / eliminating guidance, thereby reducing expectations going forward 3) Analyst downgrades 4) The return of Mark Brophy 5) "Scary" articles about the demise of WIND Contrast this environment to the one which signaled a top for WIND: 1) Tech investors buying anything dot-com related 2) WIND giving cocky guidance and saying "the brakes are off" 3) Upgrades and really high price targets by analysts 4) No posts from Mark Brophy 5) Jubak articles monthly touting WIND The only question is how low we go before the tide turns. I'll be buying more at 19 and 15 if given the opportunity.