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Technology Stocks : Wind River going up, up, up!
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To: Knight who wrote (4567)4/2/1999 11:00:00 AM
From: Mark Brophy  Read Replies (2) of 10309
 
All the info is open to the public.

The management of this company may treat themselves to boatloads of stock options, but they don't give big institutions preferential treatment. And they aren't about to pull an Internet stock scam. They have plenty of cash and don't need investment bankers anymore, which is why they don't feel compelled to tout the stock.

Analysts are projecting a 26% growth rate. The company will increase head count by 25-30%. The company has earned $0.61 and the P/E is 27. The imperfect PEG ratio is the most widely used valuation tool and indicates that the stock is fairly priced.

I2O is being opposed by the top 3 server vendors who have 50% of the market and talks have been broken off with Intel. The other 50% of the market is unlikely to take market share from the top 3, even if they adopt I2O.

If the company meets projections and the PEG and growth outlook stays the same, the stock will rise 25-30% in the next year. Many small stocks have PEG < 1 and the next few months are traditionally bad for the market, so there's still plenty of risk.

RadiSys and Integrated Systems were creamed last year and it's Wind River's turn this year. There should be strong support for 12 - the 1996 secondary offering price.

The 100 week chart indicates that Wind River is down 19%, Integrated Systems is down 11%, and RadiSys is down 21%. The company has performed in line with it's peers.
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