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Technology Stocks : Wind River going up, up, up!
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To: w2j2 who wrote (7370)3/3/2000 11:28:00 AM
From: Joe Smith  Read Replies (1) of 10309
 
From Yahoo thread amongst all of the jumk....
"Mike Kwatinetz says one thing about WIND following his analysis after Q4 results, post CC...STRONG BUY.
INTS numbers are not included for Q4. Due to the strong run up in the price of WIND, exec stock options that were not previously expected to be included into the shares outstanding number were included. This resulted in EarningsPerShare being 1 1/2 cents lower than mean street est. SG&A and R&D were slightly higher than expected and for the better... Revenue growth is robust and dynamics going forward are impressive with over 1000 design wins this Q between INTS and WIND.
Basically, when you factor out these varibles WIND hit the EPS estimate, and top line growth is very impressive. but you have to dig to realize that fact.
Don't concern yourself with the "delusion of profits." IMHO, We are truely living in a "sharp" transformation that will result in a new world in which our kids (mine are 7 & 4) will not even be able to imagine the world in which my parents lived and into which I was born. The primary resource as corporations and society crosses this "divide" is not the traditional Keynsian land, labor & captial economic resources that are of value to the enterprise, but Knowledge. Wind is truely a knowledge based organization. After all it is the Operating System "in" the internet. It is what makes "smart things think." Fiddler/St Dennis will be on Power Lunch today and WIND will probably rally. A major road show is planned begining the end of March. Don't worry about volility, cherish it."

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