Wind River going up, up, up! Message Board

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Technology Stocks : Wind River going up, up, up!

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To: Carpe per Diem who wrote (7348)	3/2/2000 10:14:00 PM
From: Robert G. Harrell	Read Replies (3) of 10309

Rinks, I think they are saying 30% for CYA reasons but are thinking much higher. If you listen very carefully to what they said late in the conference call (perhaps it was to the last question) they kept discussing customers who were growing at very high rates. To me, that was a subtle way of suggesting that growth may be much higher than 30%. Maybe my thinking is wrong but if my customers are growing sales at, say 85%, and my widget is in each of their products, then it follows that my sales are going to grow 85% too. Is this wrong thinking? (85% is just a hypothetical number.) I don't think anyone believes that the internet appliance market in all its forms is only going to grow at 30%. The street usually doesn't punish companies for exceeding estimates. If I were in the CEO's shoes, I'd low ball my estimates too. Especially right after a major merger and reorganization. Bob

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