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

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To: bob who wrote (4630)4/5/1999 5:26:00 PM
From: Don Lloyd   of 10309
 
Bob - (..What caught my attention though was that the editor of the
newsletter, Michael Murphy, said the growth of the overall embedded
software industry is averaging about 23% per year. I have read it
is growing at a 40-50% rate. Which is correct?..>

If you go to the WIND website, you can listen to the last conference call. I believe that a low 20's % growth rate was quoted for the industry, but that it did not include market share growth and conversion of in-house customer development, but my memory is suspect.

My question is why do the analysts expect a 30%+ sequential earnings decline in the current quarter? The web site does show a historical seasonal decline from FYQ4 to FYQ1, but that seems excessive.

Regards, Don
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