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

To: Ronald Paul who wrote (4133)	1/26/1999 4:12:00 PM
From: mac	Respond to of 10309

''While we cannot predict with any certainty whether our revenue will meet or exceed our expectations, we do anticipate another solid quarter of results and remain confident as to our prospects for fiscal 2000,'' commented Richard W. Kraber, vice president and CFO. ------------------ Ron: I prefer to look at the above statement as confirmation that it'll come in at 29/30c. I don't see any possible chance of 27c otherwise Kraber wouldn't have said "we do anticipate another solid quarter of results". And I don't see them signalling that growth is slowing much due to the last part of the above statement. mac

To: Ronald Paul who wrote (4133)	1/26/1999 4:24:00 PM
From: F. Foos	Respond to of 10309

Ronald, After the sell-off Friday, WIND issued a statement to reassure that things are going well. They couldn't specify exact earnings because the books aren't closed for the quarter. If the company had not responded, people would be left to their own devices to come up with an explanation to fill the news void. People are inherently pattern seeking creatures. Faced with unexplained events, people will let their imaginations concoct an explanation to fill the void. As we have already seen, people's imaginations can really kick into overdrive, doing all kinds of outlandish curve-fitting to explain their "reality". Frank