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To: Johnny Canuck who wrote (20407)	4/1/1999 10:38:00 PM
From: dppl	Respond to of 67983

Harry, I'm happy to own MAST from 12 and CBSI from 15. WIND: the only thing that hits me is the perceived threat from WinCE and the encroachment of MSFT into the RTOS space. I really don't think this is a market for MSFT but maybe they want to have a finger in the pie and this freaks out newbie anals. (It was thought only months ago that MSFT was going to wipe out RNWK but have a look at that stock.) Bottom line: WIND needs a CHANGE of MANAGEMENT and FAST. They are not communicative. They are ineffectual marketers and are not BLOODTHIRSTY. They have good products but are living in the STONE AGE in terms of marketing, IR and PR. Thomas