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

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To: Allen Benn who wrote ()3/9/2000 10:23:00 AM
From: dstange   of 10309
 
CSFB Summary of March 6:

Courtesy of goyanks on the Yahoo Board, here is the CSFB report:

Part I:
messages.yahoo.com

Part II: messages.yahoo.com

It seems to me that we all have an expectation that the 30-35% growth guidance by WIND will be too low given the potential size of the market and WIND's potential dominance. The recent price move back up seems to confirm this. I hope the guidance is overly conservative and WIND continues to surprise on revenue, otherwise the share price will be cut down very quickly. It is wise for us to be expecting a surprise given management's guidance???
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