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

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To: Carpe per Diem who wrote (7340)3/2/2000 10:01:00 PM
From: cfoe   of 10309
 
These results are completely awful given the expectations investors have (had) in WIND.

First, I did not know what the expectations were, but when I first saw the results, I wondered how the flat eps would be received. I then listened to the call and it was very interesting. (By the way, I took notes on the call and if you PM me with your e-mail, I will send them to you - and then delete your e-mail address.)

One thing that was interesting was that 7 of the 9 analysts started their questions with congratulations. One in particular pointed out the revenue growth.

Another key point was that they are clearly spending with the idea of capturing a key position in what they see as an exploding market. They also said that their products and customers make them a key player in the Internet infrastructure game and they plan to get that word out.

The call ended with me feeling very positive about this company. I am betting that next year's fye call will be very positive.
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