Wind River going up, up, up! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Allen Benn who wrote (8002)	6/25/2000 10:46:00 AM
From: James Connolly	Read Replies (1) of 10309

Allen, Could you clarify something from your paragraph below just so I am clear. If I am reading it correctly WRS Networks business unit's revenue will grow from a current guessimate of $40 million to roughly $150-200 million verily quickly followed by a sustained growth rate of 100%+. Therefore if WRS Networks business unit outgrows the rest of the WRS business units you would therefore expect the over-all growth rate of WRS to slowly converge to that of it's fastest growing business unit i.e. WRS Networks ? 4. WRS Networks, which gets credit ONLY for vertical solutions that lie on top WIND's basic platform solution, Tornado/VxWorks, expects to grow to 50% of total company business quickly with sustained growth over 100% annually. Telecommunication and data communications (Network's domain) currently represents about 50% of WIND's $350 in revenues, but the amount credited to the new unit, with new verticals, is much less, I would guess around $40 million. Dave Frazer, the General Manager, clearly bases his expectations on a number of market segments considerably larger than the DSL example (the vertical portion of which he owns). Regards JC.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next