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

To: Paper who wrote (3218)	5/22/1998 3:43:00 PM
From: carolyn walder	Read Replies (3) \| Respond to of 10309

I listened in as well...As usual, I was impressed with the business activity and particularly with the confidence that both Ron and Dick Kraber exuded about WIND's success in the face of Big Bill. I also was very encouraged to hear about the inroads they are making in the auto side with the German company... and Intel's proclamation about the inevitable success of I20 (I don't remember the exact quote...). I am puzzled by the market reaction though. By my calculations, at current prices we are looking at about a 38 PE (FY99 analysts consensus - excluding charges) for a 45% earnings grower! Improving margins, conservative (yet confident) excellent management, no Y2K problems (may even benefit from embedded upgrades), beating estimates for last 17 quarters...I wonder how long it will take for the street to wake up and smell the coffee... Carolyn