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: peter grossman who wrote (9287)	3/5/2001 10:07:37 AM
From: Carpe per Diem	of 10309

>>Those four quarterly royalty figures represent 21.7%, 17.4%, 22.5%, and 27.6% of revenues, respectively. A very nice trend. Are royalties seasonal? Again, I'll ask for some help, but I recall a projection of FY02 royalties as a percent of revenue at 25% - 30% ??<< Royalty guidance from management for FY02 is 15 to 25% of revenues, basically unchanged from FY01. Royalties should therefore grow as fast as revenue (30%). The lily pond data forecasts a much higher rate of royalty growth, but doesn't account for other royalty streams outside of the lily ponds, some of which will run the life of their product cycle and die off. No evidence of tornadic growth yet, however WIND is performing exceptionally well under the macro-economic circumstances. Rinks

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