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

To: Allen Benn who wrote (4574)	4/2/1999 11:39:00 AM
From: bob	Respond to of 10309

Personally I think management has done a superb job at growing the company and improving the product line. What seems to be sorely lacking is a good PR department. We need to get investors who are ignorant about embedded computing educated and excited about it. The market is growing at 40-50% per year and Wind has 25% of that market. We are directly involved with internet technology and indeed help make it viable. Is it not asking too much for a little more publicity about Wind and its technology? This is a great company with great products in an expanding market. Let's let the world know about it, that's all I'm saying. BTW, Mr. Brophy do you work for any of the competition? Why do you compare us to INTS? Check their market share and growth rate as well as their recently released financials. Do we deserve their stock price? I think not.

To: Allen Benn who wrote (4574)	4/2/1999 12:39:00 PM
From: sweetrock	Read Replies (1) \| Respond to of 10309

First of all, I'd like to thank you for your explanation of the activity in Wind over the last month. All of us posting or watching the thread are searching for the answer that responds to our question: why the stock is slowly bleeding. I'm not a technician but I do have some observations based on human behavior. The last conference call's question and answer period ran extremely long. A few analysts concluded their turn only to jump in again and ask even more specific questions. I had not heard this kind of prolonged digging for information on previous calls. My take on this is that they too did not know why the stock was so severely punished on Jan 22. One gentleman dispensed with technicals altogether and simply asked if Janus was still a major holder. Overall, this company and its products are not well understood. In part, analysts rely on the behavior of other analysts to guide them in their treatment of the company. This is very unfortunate because there are so few who seem to grip the fact that embedded systems is not just a viable technology but one that is destined to become just as much as fact of life as the personal computer or the internet. Wind will have just as much if not more involvement with the internet than some of the high flyers of the day. But because of the nature of embedded systems, it is not widely recognized. More importantly, the third wave of computing is not yet associated with any particular activity. Part of management's challenge is to create much better awareness of how Wind will impact the average person if it lives up to its potential. As for the performance of the stock, Wind never stays down just as it never stays up. When we finally break this cycle, the current price will be an incredible gift handed to us on a platter of misunderstanding.

To: Allen Benn who wrote (4574)	4/2/1999 10:03:00 PM
From: Ramsey Su	Respond to of 10309

Allen, it wasn't that long ago that Irwin Jacobs was the idiot who knows nothing about PR and don't know how to deal with Wall Street ...... today, he is the genius. I wonder if Abelmann's IQ or capabilities are measured daily by the stock price? Ramsey

To: Allen Benn who wrote (4574)	4/3/1999 1:23:00 AM
From: lkj	Respond to of 10309

Investor relations is part of the CFO's job. Richard does do a good job on the finance side. But his Jan. 22nd conference call with some analysts was a disaster, and his no reply to H&Q's phone calls triggered the the drop in coverage. Later in the day and the day after, WRS sent out new releases that not only didn't calm the nerves, but caused WIND to drop even more. To say the least, he didn't do a good job in that conference call and he didn't react properly after the big drop. On the contrary, Ron opened up the last quarterly conference call with strong and definite words saying how WRS was on track. It was his words that brought me back to WIND. Khan