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

To: mac who wrote (2654)	1/12/1998 10:57:00 AM
From: Mark Brophy	Read Replies (1) \| Respond to of 10309

He's already had his year. Won't you give me a year, too?

To: mac who wrote (2654)	3/16/1998 4:50:00 PM
From: Mark Brophy	Read Replies (1) \| Respond to of 10309

A year wasn't necessary. You would've had a great profit merely by waiting 3 months. Here is the stock price performance of the 3 embedded systems sector stocks I recommended on Dec. 17 at Message 2987718. Company 12/17/97 Today Gain Award Software (AWRD) 8 ¬ 10 « 27% Electronics for Imaging (EFII) 16 27 70% Xionics (XION) 9 4 1/4 -53% ------ Average 15% As you can see, this small portfolio of embedded system stocks has performed better than Wind River. Electronics for Imaging is an important Wind River customer that went through the "hockey stick" and it's time to sell. There's no sense in getting greedy. Nobody ever went broke accepting a big profit! I suggest replacing it with another important Wind River customer, Adaptec. They recently bought Symbios Logic, a maker of RAID storage systems using I2O. You can read the Wind River press release at biz.yahoo.com. Adaptec earned $265m last year and the market cap is triple that of Wind River, who only earned $18m. The stock market has gone mad! Doesn't it strike anyone on this thread as odd that the small company selling software for $1.40-1.75 gets so much more respect than the company selling the entire system for thousands of dollars? Award has had a great run in the last 3 months, but I still recommend holding until it reaches 13 5/8, as I explained at Message 3309266. That post also contains the lessons Allen Benn would've learned about SystemSoft if he had been studying it as diligently as he studies Wind River. Xionics remains a big disappointment. The stock price is starting to recover (up 11% today), but sometimes it's necessary to wait more than 3 months for big profits to roll in. As I requested earlier, give me a year on that one. Your winners can subsidize your losers, so Greg M. has a good point about diversification at Message 3374929.