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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (1068)5/15/1997 3:20:00 PM
From: carolyn walder   of 10309
 
Allen - I (and I am sure many others that read this thread) truly appreciate the time and effort you take in explaining your approach to investing, particularly as it relates to WIND. Thank you again.

I am hoping that you can explain further several comments that you made a while back. In post # 852 you said "I have difficulty believing WIND will produce EPS less than $.13." In post #1023 you stated "the extent to which WIND beats this quarters 9 cents is entirely up to management and cannot be predicted mathematically."

I am interpreting this to mean that WIND could report around $.13 (the mathematical prediction), but that management may chose to work the numbers to report something less for strategic reasons. I also noted that this post was made after the H&Q conference. I understand if you do not feel comfortable elaborating on this, however, any clarification that you could provide would be most appreciated.

thanks, Carolyn
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