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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (22852)	1/22/1999 10:56:00 PM
From: carolyn walder	Read Replies (2) \| Respond to of 50167

Judy/Greg - appreciate your take on the following: www3.techstocks.com Thanks, Carolyn

To: Judy who wrote (22852)	1/24/1999 2:13:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 50167

Hi Judy: I thought when I pulled up my investments WIND had split its shares early and SI didn't pick it up. No such luck <g>. Hope all is well on the west coast. Regarding WIND. While this quarters drop is similar to last quarters, last quarters was based upon a false rumor (insider selling, which still hasn't occured). This one is based on fact but there was an overreaction. I'm not to happy the CFO gives an interview and releases info prior to it being public and I'm sure some of the mutual funds are not happy either. But life is never fair (although we can see a class action suit on this). Whenever I've looked to sell some of my position I go back and read some of Allen's posts (much fewer and I believe he feels he is just being redundant and the company needs a little more time for its growth to kick back in). One other reason why I will still hold shares is although the revenue announcement indicates I2O has still not kicked in I have in front of me an intel full page ad (last weeks PC Magazine in the networking section)showing a mother board with the i960 chip set. Intel is finally shipping (or at least advertising) the I2O product. I'd expect small revenues in the next quarter (I beleive Intel reports to wind 60 days after its quarter),but it will take another 2 quarters to really start showing up in WINDs earnings (it will depend on how WIND management manages street and if past quarters are an indication they won't forecast until they start seeing revenue). On health care. Last weeks ruling against Aetna bodes well for the drug industry (long term). Tim Looks like the CEO