Wind River going up, up, up! Message Board

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Technology Stocks : Wind River going up, up, up!

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To: Scott Kessler who wrote (3936)	1/22/1999 7:13:00 PM
From: Mark Brophy	of 10309

The parallel is eerie. This stuff is funny -- ya never know what the heck's going on. Last q, BMC Soft. beat ests. handedly & went down b/c of lower deferred revs. The stock went from $60 to $40. Wind River also has a "cookie jar" of deferred revenue that they dip into when their numbers fall short. Both times the stock fell by 1/3. The future price of Wind River will depend on how deeply they dip their hands into the "cookie jar". The SEC is cracking down on this practice, but it doesn't matter because investors obviously can tell when a company is cooking their books.

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