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

To: J. Kerner who wrote (2844)	3/5/1998 12:25:00 PM
From: carolyn walder	Read Replies (3) \| Respond to of 10309

"The kind of investors who blindly look at trailing earnings, not even taking into account one time charges, are not the type of long term investors who are going to ultimately drive Wind's stock price higher while limiting volatility." Jason - I disagree with your above statement. In fact, I think that investors look at PE (both trailing and forward) much more carefully than traders (who look at technicals and trading ranges and contribute to the volatility). I share Mitch's concern over the appearance of WINDs fundamentals to the "average" investor. Going from a PE of 60+ to 210+ is quite a move and could prevent serious investors from investigating more thoroughly. I posted about my concerns over the accounting for the purchases about a month ago. I agree with Mitchell and would have rather seem them use the cash in the bank than charge to earnings, but I am only looking at my best interests as I have WIND as a major position in my trading account (as well as a very large position in my IRA- so I am concerned both long and short-term). Although not best for me in the short term, I am trusting that Dick Kraber is looking out for my long-term interests and that the accounting methods used will be the most beneficial to the company in the long term. Carolyn p.s. How do I show the statements I am responding to in italics?...

To: J. Kerner who wrote (2844)	3/5/1998 12:49:00 PM
From: Mitchell Jones	Read Replies (2) \| Respond to of 10309

I thought management communicated the benefits fairly well in the conference call. Since you brought it up -- I don't believe the few off hand remarks made about our new GUI relieves management of the obligation (as promised in the original PR) of discussing in detail the purpose of the technology purchase. I'd like some more details on the benefits and where they are applicable from someone besides Allen. We don't really pay Allen enough to ask him to shoulder the whole management burden for WIND. Jerry communicates almost as well as Allen and he's certainly welcome to visit here anytime. (I have a birthday coming up and I thought I was looking forward to it -- judging by my current level of agitation ,maybe I was wrong.) Mitch Carolyn, I'm trying to find a way to show you how to add italics. Let me try it this way: Insert I between < > to start italics Insert /I between < > to stop italics Mitch