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: Carpe per Diem who wrote (7367)3/3/2000 9:51:00 AM
From: JSwanson  Read Replies (2) of 10309
 
As an investor, wouldn't you have liked him to reply..."no, I'm more comfortable with 50% revenue growth."

No. I would rather him say he's comfortable with 30% and deliver 50%. The market rewards companies more for exceeding expectations rather than just meeting them. It's prudent to build into your forecast the possibility things may not go according to plan. If he had stated he expected 50% growth and delivered 40% the market would be disappointed. On the other hand, if he projects 30% and delivers 40% the market is overjoyed. The growth is the same but the market reaction is very different. To paraphrase Warren Buffett, I'd rather have WIND easily clear a one foot hurdle than struggle with a seven foot hurdle.

Regards,

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News