SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Benjamin Ostrom who wrote (6050)8/10/1999 10:57:00 PM
From: Don Lloyd  Read Replies (3) of 10309
 
Benjamin -

(...I think we will beat the 16 cents. My guess is 22 cents. The profit as a percentage of revenue makes any significant upward volitility in revenues have a significant imact on EPS growth. My guess is that analysts are underestimating the revenue for this quarter. Just look at EPS growth on WIND vs. revenue growth. And the fact that they "missed" revenue last quarter...)

While anything is possible, 22 cents seems to be quite a stretch. Even 16 cents would be a 45% sequential quarterly increase and if combined with no new bad news should be more than satisfactory. The recent stock action would seem to indicate that 16 cents is not considered to be in the bag.

Although the current state of analyst guidance by management is open to question, exceeding expectations by 6 cents out of 16 would, under more normal circumstances, indicate a management problem.

Regards, Don

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News