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

To: noel berge who wrote (10117)	8/2/2002 9:16:05 AM
From: AE	Respond to of 10309

I agree that it is frustrating to watch WIND's stock performance. However it seems the business is still evolving. The communications sector has disintegrated faster than anyone expected. WorldCom, Global crossing and the others have an impact on the equipment makers who are WINDS major customers. This market is going to evolve over the next 5-10 years. WIND has improved operations, sales, focus and has continued to invest in R&D. The development time of a new semi chip takes time. However as each partner commits to developing chips with WIND's specification in mind they will continue to own this marketplace. I hope that management decides/is permitted to remain long enough to execute on the visions that we all see/saw as so promising. AE

To: noel berge who wrote (10117)	8/2/2002 5:21:37 PM
From: David Schoenbach	Read Replies (1) \| Respond to of 10309

Now, wait a minute, there is a good side. WIND remains a market leader in what, unhappily at the moment is a down market. It remains fiscally sound, I believe, large enough to survive an extended downturn, and diversified in its product sector participation (including newly hotter mil/aero) - possibly moreso as its telecom business has shrunk. And it seems to be honest in its dealings with employees, customers, and shareholders - particularly important as recent stock market meltdowns have been triggered by sleazy and/or illegal business practices. WIND will survive, and will flourish. I'm long, for the long-term. -David