Wind River going up, up, up! Message Board

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Technology Stocks : Wind River going up, up, up!

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To: Mark Brophy who wrote (1149)	5/30/1997 6:00:00 PM
From: mac	of 10309

>Wind River now trades at 47 times estimated 1999 earnings while >RADISYS ( (Nasdaq:RSYS) ) , another embedded systems >company, which has been the subject of a few bearish pieces in >Barron's, trades at 16.6 times 1998 EPS estimates. INTEGRATED SYSTEMS ( >(Nasdaq:INTS) ) , which gained $1 3/4 to $13 3/4 today, only trades >at 14 times 1999 estimates. We hope we haven't given any bearish >editors a story idea This "motley fool" has a good name :). His implication is that these 3 companies should trade around the same PE. Wind River is gaining market share and Intg Sys is losing share... now that, as well as the other prblems that INTS is having is more than enough for a large difference in PE. Radisys is practically not even in the same business as WIND. They build embedded systems. iRMX is practically dead, has been for years. RSYS is using iRMX for a new product to make Windows NT real-time. To "compare" these companies without pointing out these and other "contrasts" is just irresponsible... or shows that the guy doesn't know much about embedded software.

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