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

To: Richard Karpel who wrote (4607)	4/5/1999 2:10:00 PM
From: Erwin Sanders	Respond to of 10309

An extract from another Board that might have some relevance to Wind: "And Eveillard of Societe Generale said things were so out of whack that companies might take matters into their own hands. He predicted that a wave of corporate arbitrage -- in which large growth companies buy smaller value companies by trading their own richly valued stock for the lower-valued shares -- might soon wash through the markets. The big companies could add to their per-share earnings even while paying huge premiums." This prediction might very well pan out. Could Wind's freefalling price be the result of indirect manipulations from a potential suitor? Who might such a suitor be: HWP, SUNW, IBM (we know of Gerstner's views on the future of embedded systems)? Erwin

To: Richard Karpel who wrote (4607)	4/5/1999 2:22:00 PM
From: stan s.	Respond to of 10309

The only problem with that scenario (funds unloading) is the lack of sophistication. By keeping WIND's head under water and denying every attempt at a rally, you erode your own price targets. Better to let it breathe occasionally...unless some pending news is that ominous. Would appear a lot of shorting going on as well, on virtually every uptick. Anyway probably a combination of factors... Nothing like strong, silent types, it's fine in a Gary Cooper movie, a little irritating from a publicly traded company.