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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote ()3/2/2000 6:55:00 PM
From: Carpe per Diem  Read Replies (3) of 10309
 
No, these numbers don't include INTS.

These results are completely awful given the expectations investors have (had) in WIND. We're going down big. Top line grows 30% but at the expense of EPS growth. I know the focus is supposed to be on the top line, however, even companies that are growing their top line aggressively with little regard given to EPS growth, will show good growth in their operating profits year over year, after all, its operating profits that fuel the expansion. Wind was FLAT.

There is no indication of hypergrowth, this talk of Gorilla/King status is very premature. St. Denis expects growth rates of 30% going forward. I mean come on, if they're pulling the plug on profits to grow the top line by 30%....give me a break. Either this is the most hyped stock since Bre-X, or management is grossly misrepresenting expected growth rates in the future.

Either way it was a lousy performance for a company with a PE of 105 and a management team expecting solid but not spectacular growth. Hell, even ATI grows revenues at 60% with a PE of 35 or so.

I should sell and get back in but I know better to trade in and out. Still long but disgruntled. Actually this vent is making me feel a little better.

Rinks
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