Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jimbo Cobb who wrote (4200)	2/1/1999 8:49:00 PM
From: Snowshoe	Respond to of 10309

Sun Announces Availability of Next Version of the PersonalJava Platform -- New Version Provides Graphical Toolkit for Building Consumer-Oriented User Interfaces biz.yahoo.com The above release quotes WIND's marketing VP... ''PersonalJava 3.0 is another major step in addressing the requirements of embedded developers designing consumer oriented devices,'' stated Curt Schacker, vice president of marketing for Wind River Systems. ''Truffle, which provides the ability to customize the look and feel of a PersonalJava device, is an important technology for our customers. To address this need, Wind River has ported PersonalJava and Truffle to our VxWorks embedded real-time operating system. With PersonalJava 3.0, Truffle, and VxWorks, a complete ready-to-deploy solution with a small memory footprint is now available.''

To: Jimbo Cobb who wrote (4200)	2/1/1999 9:45:00 PM
From: William	Read Replies (1) \| Respond to of 10309

<< jajajajajajajaja...couldn't resist the joke, but the question was serious, and I do respect your opinion....I currently have no WIND position...>> So I guess we could call you windless. You asked for that one.

To: Jimbo Cobb who wrote (4200)	2/4/1999 9:55:00 AM
From: Mark Brophy	Respond to of 10309

I'd pay 30x trailing earnings. We won't know for sure until the 10-K is released in April and the FAS 123 section shows the real earnings, but I suspect I'd pay around 20. Companies tend to bottom out around 2 years after their last public offering and the convertible bonds were issued in August, 1997. See Fred Fahmy's NeoMagic pick and John Fowler's Ingram Micro for confirmation of this strange phenomenon. Companies tend to raise capital when they have 2 years of visible earnings.