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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (937)	3/12/1999 9:03:00 AM
From: JMD	Read Replies (1) \| Respond to of 5853

Hi Raymond, don't know if it's appropriate to debate the sins and virtues of WIND on this thread. If you wish to dive in to the pool, pop on over to the "WIND--going up, up, up" forum where you will meet a very large number of folks who would vehemently disagree with your assumption that it was "smart" money that sold WIND down to the basement. Is it "smart" money that is currently buying EBAY? As to the other poster's contention that WIND is biding time till the Beast of Redmond smashes it with all its might and fury, that is indeed the sword of Damocles that overhangs this issue. I had avoided the stock for precisely that reason, but on further reading I don't think MSFT has anything but vapourware in the way of an embedded RTOS: in the meantime WIND is ripping off consistent annual growth of 40%. My guess is that Bill is more worried about Linux and its direct threat to NT than the RTOS annoyance. Plus, I am emboldened by the proceedings in Washington: I don't think the Micro Softies are doing real well up against Mr. DeBoies and the DOJ and doubt that squishing WIND and its ilk would be real helpful just at this point in time. Last, I'm a sucker for David stories: Qualcomm's CDMA never had a chance against the Big Boys of Telecom either. I took the other side of that bet in a rather substantive way, thanks in large part to George Gilder's observations, and am appreciably wealthier for the experience. Just one man's opinion. Mike Doyle