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: peter grossman who wrote (5487)6/16/1999 1:00:00 PM
From: Ramsey Su  Read Replies (1) of 10309
 
Peter,

I'm curious how you see this as possible. Please convince me!

great question for the new CEO.

If my memory served me right, I think we are looking at around $130 million in revenue for WIND. Top line growth for these small caps are far more important than bottom line growth. At 30ish% per year, it is taking too long for WIND to corner any significant part of the embedded RTOS market. Afterall, we have been led to belief that this is the up and coming mega billion dollars industry.

Percentages are great but it is the actual numbers that count.

I guess my point is that the numbers are not adding up right now. Either the industry is not as promising as we envisioned or else WIND is not getting a significant market share.

May be we can get Allen aroused enough to come back and set us straight.

Ramsey
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext