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

To: Peter Church who wrote (2767)	2/12/1998 12:45:00 PM
From: Snowshoe	Read Replies (1) \| Respond to of 10309

>>Any comments on Engles' knowledge of Wind River?<< Paul doesn't seem to follow WIND as closely as many of us on this thread. I suggest you review the following posts from the Intel thread... exchange2000.com exchange2000.com exchange2000.com >>Paul said: "However, I do believe it has real limits as to its ultimate growth rate - it serves a rather narrow market." You said: "He seems to contradict, without substantiation, the main thesis of this thread: that Wind River is one of the best growth companies to own stock in. I always assumed that growth would be fast, not just low risk and that the company has very broad market opportunities. What has surprised me recently is the lack of corroboration of this thesis from other sources, and from the market."<< IMHO WIND does have many opportunities, but I think the market fears the potential risk of competition from Microsoft. In view of this risk I prefer a diversified investment strategy, rather than betting the farm on WIND. -Greg

To: Peter Church who wrote (2767)	2/13/1998 5:12:00 PM
From: J. Kerner	Read Replies (1) \| Respond to of 10309

Peter, I always assumed that growth would be fast, not just low risk and that the company has very broad market opportunities. What has surprised me recently is the lack of corroboration of this thesis from other sources, and from the market I would disagree that the market has not recognized Wind's growth potential. Look at the stock's performance against the other technology leaders over the last 3 1/2 years. Other technology stocks have regularly experienced long corrections, especially in their early stages of growth: techstocks.com I think recent relative weakness in the stock is a short term phenomenon and has to do with some big players bailing out after deciding that I2O royalties will not be as dramatic this fiscal year as they thought. It doesn't mean the outlook for I2O has dimmed. Wind has over 50 I2O related design wins and all the big companies announced products in October and November. However, it is not surprising that a standard that affects the whole PC industry takes a long time to ramp up, especially when you don't get as much benefit unless usage is widespread. Meanwhile, Wind's bread and butter markets continue to boom and we should see another great earnings release this month.