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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (7820)5/27/2000 10:47:00 AM
From: peter grossman  Read Replies (1) of 10309
 
Allen,

Using the lilies of the pond metaphor for the network effect, where in the summer do you think we are? When will the "doubling" become noticeable.

In past years, we've expected earnings growth to outstrip revenues because I2O and other royalties would kick in. Now, it appears from guidance that management is geared more toward revenue growth. Is this a design to dominate?

Earnings reports also used to be more predictable, a comfort to my investment style. Next week and going forward this year and next, do you think WIND can manage all of these: revenue and earnings expectations; exceed both; accelerate growth rates of both?

-Peter
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