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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (7836)6/1/2000 10:33:00 AM
From: quelicious1 Recommendation   of 10309
 
Allen, you answered a question as follows:

"Earnings reports also used to be more predictable, a comfort to my investment style. Next week and going forward this year and next, do you think WIND can manage all of these: revenue and earnings expectations; exceed both; accelerate growth rates of both?

Yes, for lots of reasons. Post-Asian crisis re-acceleration is a mighty force, especially when coupled with a sector beginning to sprout its wings. That alone should be sufficient to make meeting "properly managed" estimates a shoe-in. First Call's consensus estimates for WIND are better positioned now than at any time over the last six years. I'll try to explain why in a separate post.

Digesting the merger and adjusting to new management at the top represents the only risk I can think of for not making the numbers. However, if the unthinkable happens and WIND misses the 8 cents this week, then I would expect the company to announce something in the CC that would knock your socks off, causing the stock to go up anyway. I can think of about 10 announcements that could do that, but many more certainly are imaginable."

The last line of your response gets back to my point regarding the flow of (or lack of) information to the investment community. What are these 10+ announcements?? I have becomed accustomed to waiting. By 2010, this stock should be a huge winner. But until then, ...

Good luck to all of us today.
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