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

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To: Peter Church who wrote (5479)6/16/1999 8:05:00 AM
From: Ramsey Su  Read Replies (2) of 10309
 
Peter,

I am not sure if this type of comparison is meaningful for companies such as WIND and INTS right now. Both companies have revenues less than MSFT's petty cash account. Whether they run a tight ship is not as important as what they are doing to escalate top line growth. By that, I don't think the 30-40% range is reasonable. They need to have 3 digit growth for a couple of years.

Of course, now that lkj is back on board, I think we have no worries ahead. <g>

Ramsey
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