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

To: Mitchell Jones who wrote (2846)	3/5/1998 1:16:00 PM
From: Mark Brophy	Read Replies (2) \| Respond to of 10309

Your on the wrong track. The sad reality is that the company has been skimping on R&D for the past 3 years in order to maximize reported profits. If the company were honest, they'd amortize the $14m over the past 3 years and admit that they've been growing operating profits at 30% rather than 45%. Taking the hit all at once is the best course because investors will forget about it a year from now and the company can continue pretending it's growing 45%. This is a very common accounting gimmick used most prominently by IBM and 3Com. Even though they aren't growing shareholder value, the stocks keep going up because everyone forgets the periodic "one-time" write-offs. The reason Wind River stock is going nowhere is because the investment banks are no longer hyping the stock. The company got all the money it needs from the convertible bond, so the banks have other fish to fry now.

To: Mitchell Jones who wrote (2846)	3/5/1998 1:55:00 PM
From: J. Kerner	Read Replies (2) \| Respond to of 10309

Mitch, I hope that I did not raise you level of agitation by my post. I hope you have a great birthday and, if you think about Wind, think about all the positives that were communicated in the conference call. My only concern with Wind is my perception that they might not be aggressive enough on the sales and marketing front. The example you gave with follow up press releases concerning the NCI example is a good example - you got me on that one :) I also had a couple of concerns which arose out of the Cisco deal. First, why didn't they have a press release when they secured the 1/2 dozen design wins from Cisco. Cisco is a major player in the industry and to reference some design wins would generate further momentum with other customers. Second, why did it take a buy out of, I assume Stratacom, from Cisco for Wind River to get any penetration into the company? They should have had salesreps pushing that account from the beginning. That said, Wind River has penetrated Cisco and other huge players, and costs to convert to another RTOS get higher all the time, even if Microsoft hires 20,000 new programmers this year (btw, check out MSFT's web site for jobs available. They have very few jobs which relate to Windows CE, and no jobs requiring RTOS experience) Regards (and happy birthday), Jason