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Technology Stocks : Wind River going up, up, up!
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To: Robert G. Harrell who wrote (7356)3/3/2000 8:37:00 AM
From: Knight  Read Replies (1) of 10309
 
My guess is that the 30% estimate was to set expectations appropriately for the next quarter or so. Let's not forget that the 2000 design wins they discussed likely won't provide much royalty revenue for quite a while (probably at least a year out) since these are products under development. Once the royalty stream from WIND's design wins over the past year are so start to flow, I expect the revenues accelerate dramatically. This is the main reason for my bright outlook on WIND.

Of course, I was hoping we'd start to see some evidence of increasing royalties this quarter. I didn't get to hear the conference call. Did WIND discuss how much revenue they received from royalties vs. licenses. and the growth rate of royalties vs. licenses?

BTW, I agree with one of the previous posters who said that having a "total solution" will help WIND improve margins even more. I'd like to add, however, that the most significant potential for increasing margins is in getting the royalty stream flowing.
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