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

To: Allen Benn who wrote (2754)	2/8/1998 12:31:00 PM
From: Neil Kalton	Respond to of 10309

Allen, Well said. I, for one, appreciate the time and effort you have put into this thread. It is posters like you that make SI worthwhile - even if you are not 100% right all of the time :) -nk

To: Allen Benn who wrote (2754)	2/8/1998 2:34:00 PM
From: J. Kerner	Respond to of 10309

Well put Allen. The key for all Wind River investors is that Wind River management(not Systemsoft management!) continues to execute to perfection. The future for the company is looking brighter and more certain than it ever has and management knows this. However, they continue to make sure that analysts don't overhype the stock and create unnecessary volatility. A perfect example is I2O. The company knows it is sitting on a potential gold mine with this new standard but they continue to keep analysts' expectations in check. The result is the stock has been in a tight range for months and has become a nightmare for short term traders. It probably has one of the lowest volatilities of any high growth software stock (just a guess.) It also allows the astute buy and hold investor - who sees I2O becoming a standard in PC Server and RAID products, who sees the potential in the HP Jetsend deal, who sees embedded internet devices becoming more reality than talk, who sees that 1998 will be the year that NCs really make a big dent in the corporate marketplace, who sees that Wind River continues to gain market share while their competition languishes, who sees "system on a chip" solutions will play right into Wind River's strength, etc - to buy Wind River's stock at nearly the same level it was at almost a year ago. And the more long term investors there are owning Wind, the better for all of us. Regards, Jason

To: Allen Benn who wrote (2754)	2/8/1998 7:35:00 PM
From: Snowshoe	Read Replies (1) \| Respond to of 10309

>>The fact that any of us say things that turn out later to be suspect is not something that should be belittled. These are the things that need to be admitted, re-examined, learned from and built on. Given the evidence existing about SYSF when I made the post Mark tore apart, was I wrong to say what I said? In similar circumstances in the future will I be more reserved? These are certainly important questions for me, and you can bet I am thinking about them.<< Allen, when I saw SYSF tank I figured Mark would turn up here to gloat. I'm surprised he didn't take a poke at you about QCOM's warning as well. In light of these two hiccups, I want to say a few words here in favor of diversification. Although I agree that WIND is a great company, I fear that your nearly single-minded focus on a few select companies leaves you in danger of being blind-sided by unexpected developments. The payoff from a broad array of investments may not be as great as one or two big winners, but it sure allows me to sleep better at night. And there always seem to be a new opportunity around the corner. As an example you might take a look at Electroglas (EGLS), which has a favorable write-up in this week's Barron's. Although semi equipment stocks are still vulnerable to further correction, now may be the time to begin accumulating them. Greg

To: Allen Benn who wrote (2754)	2/8/1998 9:22:00 PM
From: MONACO	Read Replies (2) \| Respond to of 10309

Allen......Thanks for filling me in the SYSF post, a few questions if you could clear them up I'd be very grateful. How beneficial are WIND's recent acquisitions, is there any chance they could back fire,or does it look like clear sailing ahead, meaning that they will produce and add to WIND's bottom line[I know there is nothing for certain in life, but if you were a betting man]. And also how big is WIND's competition from Windows CE? Is this a concern? Thank you....M