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

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To: Allen Benn who wrote (7799)5/20/2000 1:32:00 PM
From: Ramsey Su  Read Replies (1) of 10309
 
Allen,

just returned from a tiring hike/bike vacation and I found myself immediately confronted by a series of long and technical "Allen Benn" posts. Can't you just simplify your words into "Buy, sell or hold"?

Seriously, I only have one question. Where, or may be it should be when, is the money?

Royalty based revenue a is extremely profitable once the technology is adopted. QC, as well as other software companies such as MS and ORCL are great examples. If the hidden force of WIND has indeed penetrated the embedded world, we should not be looking at 30% but rather 300% growth rates until it reaches some level of maturity.

Earnings estimate for the just completed qtr has been manipulated to a level of $.08 that I assume the company should have no problem meeting. I guess my biggest problem is that revenue growth has not remotely kept up with the dominance that you opine.

What am I missing here?

Ramsey
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