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

To: Allen Benn who wrote (4576)	4/3/1999 2:55:00 AM
From: Bruce R. Schlake	Read Replies (1) \| Respond to of 10309

It seems WIND will be everywhere but currently it is nowhere. The Pathfinder was a wonderful thing but how many people are going to buy one. I2O sounds interesting but is it going to takeover the world and make lots of money. RTOS is powerful but how fast do you really need to push the buttons on your new personal device or Internet appliance. Of course this is so shortsighted, but perceptions are reality in the market. How many commercials have we seen selling robots lately? WIND is not a pure play communication company, nor is it a pure play Internet company. It does not seem to have a proprietary lock on a market segment or be involved with distribution of a killer app or product. The company is not yet perceived to be a potential gorilla and it is not known at this point whether their technology is going to become dominate or diluted (one article I read recently did not even refer to them as the leader in the embedded RTOS market). We have a quality company with tremendous prospects with steady but not terribly aggressive management driving through a tornado. So the uncertainty keeps the big money out, the little money doesn't want dead money in this great bull market and value is dead. So what to do with a diamond in the rough. I say hold on to what you haven't sold already, wait for the stock to start moving UP, then load up the truck before the first robot commercial hits the air. Great thread, good luck all. Bruce

To: Allen Benn who wrote (4576)	4/4/1999 12:17:00 PM
From: Logain Ablar	Respond to of 10309

Allen & Thread: In reading L. Gerstner's statement to shareholders in the annual report (nothing new to Wind shareholders) here is an exerpt "the basic components of computing - processors, memory, storage, networking - are becoming so small, powerfun and inexpensive that soon combuting will be embedded in all kinds of everyday things that don't look at all like computing devices; cars, roads, machine tools, vending machines, houses" I'll try to scan and post his commentary tomorrow (maybe the IBM thread has already posted). Tim

To: Allen Benn who wrote (4576)	4/5/1999 1:52:00 PM
From: J. Kerner	Read Replies (1) \| Respond to of 10309

Allen, Why does management refuse to support its stock? Part of running a public company is supporting your shareholders. Yes, Kraber appears to have done a nice job controlling expenses and keeping margins healthy, but what grade would you give him controlling Wind River's relationship with Wall Street? I agree that small caps are in a bear market. But no stock has suffered more than WIND when you consider there has been no bad news (that is public at least) and the company's financials look strong. And I find it hard to believe that the dismal performance of Wind's stock is not affecting their business. At minimum, their hiring/retention of employees must be suffering. After all, nearly all options grantees from the last 2 years have options that are worthless. And all ESPP participants are actually losing money.