SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wind River going up, up, up!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ronald Paul who wrote (3148)5/6/1998 1:16:00 PM
From: g_m10   of 10309
 
What bothers me of WIND's stock price erosion because of MSFT CE announcements is that there is a good likelihood that even if WIND announces a blowout quarter, the stock will continue to erode.

In it's 10K report company said:" The Company has experienced, and expects to continue to experience, significant seasonality resulting primarily from customer buying patterns and product development cycles. The Company has generally experienced the strongest demand for its products in the fourth quarter of each fiscal year and the weakest demand in the first quarter of each fiscal year. Quarterly revenue levels have increased over the levels for like quarters in the prior fiscal years but have typically decreased in the first quarter of each fiscal year from the fourth quarter of the prior fiscal year."

We are coming close to the earnings announcement on May 21. My guess is everything will be great compared to "the levels for like quarters in the prior fiscal years", but "decreased in the first quarter of each fiscal year from the fourth quarter of the prior fiscal year".
No doubt, someone is trying to play it right now. MSFT threat will, most probably, be pulled out again by some analysts to explain sequential earnings drop, what actually is normal seasonal event.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News