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

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To: Mitchell Jones who wrote (1017)5/2/1997 2:12:00 PM
From: Jason Cogan   of 10309
 
Mitch:

I agree that at times WIND management is a little too comfortable, trying to build in a large cushion for earnings. On the other hand, they realize that the penalty for disappointing is much larger than the reward for upside surprises.

As long as we're playing the earnings lottery, I'll throw in my number.

Earnings for the current quarter will be .12 cents/share, with some very positive foward looking statements about the I2O revenue stream.

WIND is very much aware that the current analysts have not included I2O numbers into their forecasts, and from this point on will start to guide the analysts in the right direction.

By the way, any further reports from the H&Q conference? How did INTS come out, and was there any more talk about the Qualcomm relationship?

Regards,

Jason Cogan
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