Ramsey,
I'll step up -- rah, rah!
On the face of it, WIND's announcements are very promising. Just that there are so many is promising. I'm not technical enough to know the implications, but if Allen and James are happy, that's good enough for me.
I'm also encouraged by WIND's price action. I expected to give back a bit of the S&P 400 7+ points, particularly in a down Nasdaq.
I'm even more encouraged by financials, which appear on target, even with Japan problems. While they meet or beat increasing guidance, the R&D investment in the future seems to be paying off handsomely.
Along the way, more and more valuable partnerships are being put together at an eyepopping rate: centers of excellence, VARs. WindLink partners, customers, investments.
Seems they are nurturing lily ponds while cultivating new ones. Because WIND's business model earns royalties today and tomorrow based on yesterday's work, more than most other companies, its value should be based on future earnings.
If Wall Street ever gets WIND's story -- like a Qualcomm or Siebel, for instance, it will. Even if not, looks like current execution will take care of the e part of p/e. |
