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Technology Stocks : Wind River going up, up, up!
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To: Andre Daedone who wrote (7341)3/2/2000 7:41:00 PM
From: Carpe per Diem  Read Replies (2) of 10309
 
Andre,

"Revenue up 34% and is expected to grow 30% a quarter going forward (that is a conservative estimate)"

A quarter??, I didn't hear that...FY yes.

"Margins remain high at 81%; haven't seen the likes of that since MSFT."

He hasn't read many income statements,has he. Most Software companies have at least 80% Gross Margins.

"R&D is 50% higher as it has filed 6 patents this quarter."

Good.

"Operating Profit was 37.4%, or 22% of total revenue."

Terrible, the same as the year before. This line on the income statement has me worried.

"96% of Accounts Receivable were current"

Are we grasping for straws here, or what?

"Intel boosted product I20 sales up 130%, expected to continue explosive growth going forward."

Excellent.

"Company goal is to be a billion dollar in sales company...at this rate should hit that goal by the end of 2001."

Implies a growth rate of 85% for the next two years, given a current sales base of $300 million or so. On the other hand, St. Denis says to expect 30%. That's a HUGE gap.

If we are on the doorstep of the post PC era, and billions of imbedded devices will flood the market with WIND inside...and the company expects to grow by 30%?? Either the embedded market is overhyped or the company is sandbagging. If its the latter, as shareholders we should be ticked for their piss poor communique.

The BreX comment was in reference to hype, not investment quality.

Rinks
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