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

To: Ramsey Su who wrote (4973)	4/22/1999 9:08:00 PM
From: William	Read Replies (1) \| Respond to of 10309

I sold most of my WIND and bought Q and UNPH. Threw in the towel at 19, and watched it continue to fall. Hold token 100 shares. What a waste my WIND investment has been. Live and learn. William

To: Ramsey Su who wrote (4973)	4/23/1999 2:51:00 AM
From: lkj	Read Replies (2) \| Respond to of 10309

Hi Ramsey, The resignation of Ron uncovers much deeper problems within WRS. His resignation has proven that WRS' problem is not just a bad performing stock, it is the company's future that's in doubt. The timing of Ron's resignation is bad, and having Jerry substituting is even worse. Jerry has been known as a visionary in embedded computing, but he has also been known as a man with poor management skills and business strategies. (I don't mean any disrespect to Jerry. In fact, I have a lot of admiration toward him.) I think the worst may have just began. Product delays normally happen together. We know one has been delayed, there maybe more. Exacerbating the situation is that the top engineers are probably on the way out for better opportunities. In the software business, a company's only asset is its people. So everyone of WRS' 400 or 500 employees worth roughly a million dollars. WRS' strategy in the last year or two has been very bad. And this was a very ironic strategy. In one way, the company wanted to compete against CE with its acquisitions of GUI companies. In another way, it constantly talked about how CE was not a competitor because of the various reasons, which I thought was BS. What WRS should really have done was to focus on delivering what its customers have been asking, and execute base on those requests. Ron certainly has failed to do so as the CEO. Having said all of the bad things, WRS may still have a very good future. What's happening to WRS today has happened a few years ago. It came out of that one alright; who says it can't do it again? But this time it is much harder. WRS' top priority today should be to find a well known executive from the communications sector, who shares Jerry's vision, and has a proven management record. Once hired, this CEO's number one task should be figuring out a new company road map, and persuade the employees to stay. If these can be done in a timely manner, WRS has a chance to be saved. Khan