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: Allen Benn who wrote (1048)	5/9/1997 2:08:00 PM
From: johnd	of 10309

Allen: Yes I do have friends at INTS. What they tell me is that company is carefully controlling costs while revenues will still grow at 30%+. The people I talk to tell me that this whole pRISM+ thing is basically repacaking and it doesn't matter as much for short and long term revenues. Unless wall street knows something that INTS doesn't, I see some serious money making opportunity. (1) INTS is purchaing 1million shares from open market with cash. So they must be thinking it is a great value at these prices (2) INTS still seeing 40%+ revenues growth in products. They are focusing on products revenues and phased out consulting. (3) Wall street has very low expectations for this quarter. Like 6c. This is way too low in my opinion. Granted Q1 is generally their weakest. But I think it will product falt revceneus with Q4 or 29mill and with the new cost control in place, earnings will be 12c or so. (4) If 3 above actually happens, The stocks could jump $5 in a day to 18 and then steadily get back to 30 in 6 months. The reason is that INTS will then be revised to earn about 0.70 for the year and they it easily goes for 40 - 45 PE when clouds are out of hte way. (5) Last quarter they said they had more deferred revenues to Q1. They also indicated they il watch expesnes carefully. I know they are doing it now internally. Don't you agree while the downside risk is low there is good upside potential on this company with $56mill cash, no debt and 30%+ revenues grwoth? Do you know why Wall street - H&Q have 6c /share in eps for this Q and next? Are they expecting very low reveneus? Are they expecting cost won't be contained? Why is the stock on a steady uptrend since falling to 9? Who is buying?

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