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Technology Stocks : Wind River going up, up, up!
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To: Richard Knox who wrote (6859)11/22/1999 2:40:00 PM
From: Knight  Read Replies (2) of 10309
 
<I agree that management really stretched it to meet the .17 this quarter, and that the market was extremely tolerant. But "the market is the market" and you and everyone else has to deal with it. It's ok that the market and H&Q are choosing to focus on revenues at this time.>

As you point out, the focus is on revenues not earnings, and this is the right focus.

WRT Mark's statement about the ISI acquisition as a "management nightmare", it should be pointed out that the ISI acquisition is primarily a market share move, pure and simple. The magnitude of any disadvantages caused by a "management nightmare" is trivial compared to the magnitude of gaining market share.

I suspect most employees of ISI are delighted at the prospect of the merger, and that, in itself, will greatly ameliorate any anticipated management problems.

In a market like this revenue growth and market share are what's most important. If I had the choice between: (1)WIND exceeds earnings estimates, but only meets revenue estimates, or (2) WIND only meets earnings estimates but exceeds revenue estimates, I'd take #2 hands down (assuming no back end loading to hit the numbers).

BTW, if anyone on this thread hasn't read "The Gorilla Game," you should do so.
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