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

To: Joe Smith who wrote (4537)	4/1/1999 2:54:00 PM
From: James Connolly	Read Replies (1) \| Respond to of 10309

Stocks in U.S. Are Mixed; Software Companies Fall quote.bloomberg.com "PeopleSoft fell 5/8 to 14, the lowest level in three years. Oracle Corp. fell 1/4 to 26 1/8. Computer Sciences Corp. fell 2 5/16 to 52 7/8 and Autodesk Inc. fell 2 7/16 to 38" FWIW I think todays drop was probably market driven. Regards JC.

To: Joe Smith who wrote (4537)	4/2/1999 8:20:00 AM
From: Knight	Read Replies (2) \| Respond to of 10309

I agree about excercising options. No reason to excercise until you're ready to sell. If this were the CEO who owned 0 shares, I would be a little more suspicious. (Correct me if I'm wrong, but isn't it sort of an unwritten rule that most CEO's of major company's hold at least some position in their company's stock merely as an expression confidence in their company.) Like the earlier poster, I'm starting to get a little suspicious that the Jan. drop was due to something that's not yet public. I owned Vantive Corp. this summer and got burnt on something like this. One thing I learned from that experience is that the little guy is at a major disadvantage when investing in stocks with high institutional ownership. Regardless of any laws about insider information, it still gets leaked to institutions ahead before the individual investor. In the case of Vantive, the stock dropped steadily for a week or two with absolutely no news. After the stock was trounced, they came out and said something like: "ah...remember we said we were going to grow at 70% a year, make that 20%." With that said, let me add: I purchased Vantive in Jan. because I believe in their long-term future. I still believe in their long- term future, I just wouldn't be surprised to learned that in Jan. institutions found out about some things that will affect VNTV negatively in the short-term. Notes about me: I am relatively new to investing in individual stocks, and Vantive is the only really bad experience I've had. Perhaps I'm a little too cynical about the availability of insider information to institutions and the extreme disadvantage of the individual investor here. For the more seasoned investors on the thread: Do you think I'm too cynical here?