To: Judy who wrote (12232 ) 1/8/1999 1:46:00 PM From: carolyn walder Respond to of 34811
Hello, Judy Winter is not being kind to me and my bronchitus has moved south and turned into pneumonia - I am hoping that this next round of antibiotics will do the trick! Thus the late response... As for Mr Softee buying an established RTOS company...I too expected it last year when INTS hit the skids, especially after they announced a relationship with MSFT. I recently read an article (editorial opinion) that my husband handed me (in one of his EE rags) about MSFT foray into embedded. [I wish I could remember the name of the pub. - it is probably on the net somewhere] Anyway this guy believes that MSFT is too wedded to CE to give up yet (an ego thing?). It is apparently widely held in the deeply embedded world that CE is a joke for real RTOS applications. They are working on WIN CE 3.0 which is supposed to add true real-time capability and expand the usefulness of CE. MSFT also insists that they are on schedule for release in 99 (summer I recall???). I am not holding my breath... If that doesn't pan out this guy expects that they will acquire someone and slap the CE label on their product. That is the ONLY thing that scares me about holding WIND As to the target - ???? I am not the person with expertise to answer (maybe Dave Lehenky(sp) or other on WIND thread). I would guess that it would be the company that fits best into their long term strategy. I was thinking maybe MWAR (set top box route)???? As to my calls - yes they have served me well..Unfortunately I misjudged the split timing (I was expecting it after Jan expiration - closer to or simultaneous with earnings) and was caught short the Jan 45s. Oh well - I chased and covered some and left the rest to the whim of mr. market... Of course my investment account is still long and will be unless/until fundamental changes occur. As for price target - who knows? This market is nuts..companies with no earnings and (some with) very little sales are going up 5, 10, 20, 30, points a day! While a very well managed, solidly growing, dominant (in their business) company like WIND struggles to move a few points a day... As you know its all money flow right now and WIND will move if/when the money flows in its direction. I would appreciate your thoughts on price movement from a technical perspective after the split announcement. Take Care, Carol p.s. What really scares me is when I hear little old ladies get on the financial talk radio shows and ask the best time to buy ebay or amazon, particularly when it becomes painfully obvious that they no nothing about the stock market, but they don't want to be left out... Are we being set up for a panic sell???