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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Kona who wrote (26318)	5/17/1999 5:37:00 PM
From: Joe S Pack	Read Replies (1) \| Respond to of 50167

Judy, What is your read on msgi? Is it a second tire internut on the making (like exds, vert, ivil ..)? I know that it has good backing but .. is it a safe bet to play it with CMGI hedge? -Nat

To: Kona who wrote (26318)	5/17/1999 6:03:00 PM
From: Judy	Read Replies (2) \| Respond to of 50167

WIND seems worth the risk/reward at this point. It is dominant in the embedded systems niche and could be viewed as a turn-around situation depending on the new leadership ... and the price is also sufficiently distressed it could also be a buyout candidate. Heck, has MSFT made decent inroads in this area? Although SAP is in a different application area, you might consider that instead of WIND to park some money while waiting for things to work out.