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

To: mac who wrote (9820)	8/1/2001 11:52:29 AM
From: Greg Jung	Respond to of 10309

mac, the economy driving those revenue producers is downsizing. No we didn't buy into the "internet appliances", Yes we have all the routers we can use for a while, thank you ,... However there are some incongruous signs, such as ARM inc. having a good profit report. I think these are lingering effects of the previous prosperity rather than light at the end of the tunnel. I thought this was factored into the stock price at 15, maybe it is. For now WIND stock might ride the hype of the semi- pumpers - which might last a month or so. The item that took me out of wind the last time it rose from the 15 area, was when it bought the money-losing competitor INTS (?). P.S. in edit: price has recovered well, if it holds around 14 the downgrade wasn't a surprise and you might buy the dread-drop prior to earnings.