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: Allen Benn who wrote (9669)	5/19/2001 12:59:32 PM
From: peter grossman	of 10309

Allen, Isn't the good news -- TMS and storage, among others -- embedded in the guidance for at least the next quarter or two? Haven't we always had lily ponds that promised to translate to explosive earnings growth? Till now, they simply have not. What is different now? Or, what really bodes significantly better for the future? It seems to me that the lily pond spreadsheets can clarify this, but only with extremely educated and insightful assumptions. By my book, Khan was proved right period, not ostensibly. Two months ago, growth was projected at 30%, now at -5%. He never said that the downturn in WIND's customers' business would kill WIND's solution products whose royalties may prove very significant somewhere off in the future. -Peter

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