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Technology Stocks : Wind River going up, up, up!
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To: Ramsey Su who wrote (8232)8/10/2000 3:26:14 PM
From: James Connolly  Read Replies (4) of 10309
 
Re:Let me ask the many long term WIND investors on the thread - do you think WIND is more transparent today than last year?

I too have been here about 3 years. From my point of view I would say the following:

1. Press releases are about even, unchanged.

2. Conference Calls. WIND did make a big effort this time last year, remember the CC where they gave all the I2O data. Since then the CC's have become less informative. I blame some of this on the quality of questions coming from the analysts. I think some good questions would draw them out a little more.

3. The analyst day and the presentations was definitely a high point. Overall I would say unchanged to improved slightly.

"the main reason for Wind's lackluster performance (compared to our and his expectations) was the Asian Crisis. Clearly, if this were true, we would have felt the very healthy rebound by now"

Erwin,

WIND has experienced a healthy rebound. Revenue growth has recovered from the low 20% region to the 35%+ region with perhaps the chance of it hitting 40% this year. The problem for WIND now is it's low op margins and high costs. If WIND can get it's costs and op margins back to previous levels then the stock will start to fly. I think the op margin is projected to be around 12% for this year as compared to 20% in previous years. No doubt the drop is related to the merger.

Regards
JC.
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