Wind River going up, up, up! Message Board

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

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To: Carpe per Diem who wrote (7348)	3/2/2000 10:14:00 PM
From: cfoe	of 10309

A couple of comments. It is totally consistent with management to guide analysts expectations down. And it would be irresponsible for them to set up a target where nothing can go wrong. Say they predict 85% and do 75%? Would that be a success or a disappointment? Does anyone know for certain when management expects to get to $1B in revenue. Is it really two years as suggested....Fiddler says they expect to get there "quickly" One place they plan to go after for increased revenues is the "home grown" embedded market. I believe they said that 85% of the embedded software market is still self developed and it is going to be increasingly difficult for companies to stay up on the technology and improve or develop new embedded systems. They are going after this 85% with their software, tools and services. I would say we need to watch how they execute here. It will be one of the keys to their future success.

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