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Technology Stocks : Wind River going up, up, up!
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To: Jason Cogan who wrote (714)3/26/1997 5:59:00 PM
From: David Schoenbach   of 10309
 
Jason,

Thanks for the analysis - this is the sort of material that keeps me tuning in to this thread.

I agree with you that WIND is undervalued. My hunch is that the current P/E of 55 might accurately reflect the kind of growth WIND is doing, if you were not taking into account new products (IxWorks for i960), WIND's trend toward royalty-based revenues with resulting increases in both revenues and especially earnings, and Tornado's increasing marketshare. These are some pretty big ifs. (Note that I'm not prepared to account for NC's just yet, too many big questions about whether and in what form they'll emerge.)

David Schoenbach

(Long on Wind River - does it show?)
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