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

To: Allen Benn who wrote (3499)	8/5/1998 7:37:00 AM
From: Mkilloran	Respond to of 10309

allen...thank you for your response and 5 year foward looking view on Wind. here's a site with broker upgrades...which tend to limit their view to only the next 12 months nordby.com

To: Allen Benn who wrote (3499)	8/6/1998 3:38:00 AM
From: Gerard	Read Replies (1) \| Respond to of 10309

Hi allen, you wrote: PPS - I am off trekking for a month, and probably won't have an opportunity to check in until mid-September. Good luck. WIND's stock price seams to be doing crazy things on some of your past long trips so make sure to stop by those cyber-cafes to stay in touch with the thread. Have fun trekking. Gerard

To: Allen Benn who wrote (3499)	8/7/1998 7:31:00 PM
From: Renny Bosch	Read Replies (2) \| Respond to of 10309

>> Amazingly, the average estimate for the 3 to 5 year EPS growth rate is over 49%. <snip> >> If WIND meets the analysts' estimates over the next five years, a rational investor would be indifferent between buying a Treasury bond and buying shares in WIND at $465 each, or buying KO at $87. Allen, would this conclusion not depend on whether or not the EPS accurately reflects earnings, including labor costs deferred via options? I am not saying WIND is doing wrong by awarding options as they do, just that we should be realistic in our assessment of their impact on future earnings per share. Best regards -- Renny