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

To: Richard Karpel who wrote (4118)	1/26/1999 9:51:00 AM
From: F. Foos	Respond to of 10309

Richard Karpell, This conversation is going nowhere. There is nothing more that I can tell you. Our viewpoints are polar opposites on this stock at this time, which is OK, because every buyer needs a seller. If the sellers want to give it up cheap, that is OK, right-fine with me. The analysts have reported nothing wrong at the company, the company has reported nothing wrong, but the market has gone bananas. The more motivated the seller is the better it becomes for the buyer and vice versa. I'm expecting the stock will be trading much higher in the future, so I'm buying. We won't have to wait very long to see if this pans out. The situation should be clarified next month, when WIND reports on the quarter. I'm confident that the long-running trends are still in place and that WIND is still successfully executing it's plan. They have done a good job for years, why doubt them now? We can revisit it next month if you want. Frank

To: Richard Karpel who wrote (4118)	1/26/1999 9:57:00 AM
From: Richard Forsythe	Respond to of 10309

I'll do the Kraber defence. CFO's of public companies talk to analysts ALL THE TIME. They ALL DO. In fact, smaller public companies will BEG analysts to cover them by briefing them on the company. I don't like it, I think it smacks of insider trading, but it is what everyone does. A company, particularly a smallish one like WIND, that refused to talk to analysts would get no coverage, and therefore no interest, and therefore a low stock price. Is that what you want? Also, I think the sell-off on Friday has as much to do with H&Q going negative as anything else. I have noticed several stocks that trade up or down on high volume with no news and then, a couple of weeks later, H&Q issues a Buy or Sell. I wouldn't be at all surprised if H&Q were "spreading the word" for a downgrade when Lehman made comments and everyone panicked. I think they were planning to issue something anyway and this event has given them a better excuse. Richard