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Technology Stocks : Wind River going up, up, up!
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To: Peter Church who wrote (8837)11/29/2000 9:14:27 AM
From: Richard Knox  Read Replies (1) of 10309
 
Why Peter?

I've had growing concern for the guidance which WIND might give during the cc. I won't be surprised if revenue and earnings top estimates, but going forward, what will be the impact of the slowdown in so many of WIND's key markets? Witness the drubbing for telcom, optical networking, storage, etc... Convince me that WIND is somehow immune to the slowdown in these markets. Long term I'm not worried, but I'm concerned about the fourth quarter and fy '02.
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