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

To: lkj who wrote (4985)	4/23/1999 8:01:00 AM
From: Ramsey Su	Respond to of 10309

Khan, I agree 100% with your observation regarding WIND's management. I am especially disappointed by what appears to be now reality vs the company's press release and subsequent conference call, which as I remember was rather bullish about products this qtr. biz.yahoo.com What is wrong with their products, execution, strategy or whatever will surface in the immediate future, similar to the CPQ fiasco. I suspect, just like CPQ, the stock has already taken the hit. Unless there are more surprising news in either direction, I opine that WIND is dead money for a while. This will give us the time to re-evaluate the new WIND. Like I said in my previous posts, WIND is already trading at a rather low PE. The question now is will the E part of PE hold or go down substantially. I am a shareholder and it is no fun to be down. However, it is water under the bridge. Time to look ahead. Who knows, this may be a great buy opportunity. Ramsey

To: lkj who wrote (4985)	4/23/1999 8:03:00 AM
From: Paper	Read Replies (1) \| Respond to of 10309

The best thing to happen for this company now is to be sold. The management organization appears to be imploding - only negative news. The stock price reflects a broken story. The true value of the company is the market position and solid technology. It appears to need a large marketing and engineering effort to take it to the next level. Only a larger, more sound organization will succeed to make Wind the true success it should be. Product life cycles work against a company that is mired in a management shakeup and other distractions. We need some good news for a change....