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

To: Ramsey Su who wrote (5043)	4/26/1999 12:45:00 PM
From: Joe Smith	Read Replies (1) \| Respond to of 10309

Yes I am long and do have a positive bias. Just as I did when the Giants were close to making the playoffs last year. Based on the evidence of great management and a good team that worked well together and had proven themselves, I was long on them. They choked against the Rockies and then the Cubs. Oh well... I don't think there is anything wrong with bias. I am not doing anything to push the stock. I am just trying to take a breath myself and I am hoping to share that feeling with others. The real question is, as you said, are these just petty annoyances like an allergy, or are they symptoms of deep-rooted problems at the company that will greatly affect performance. It seems that we are suffering from a paradigm where no news was good news. We did not need much news beacuse the company was sailing along. Now they are cleaning out their closets a bit, and when we compare this to the news vacuum that existed before, it is very disturbing. I hope that is all that this is, being biased positively. I hope this is the end of a bit of a storm, not the beginning of the kind of wrenching problems that affected INTS for a few years. For now the actual results are not all that bad. Wall Street seems to overreact to everything in both directions. This creates ridiculously large swings in value. How can we be unaffected? Just as Brophy was sickened by ridiculous overvalue on something that could never be a sure thing, I can't help but react to undervalue of a company that is far from belly-up.