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Technology Stocks : Wind River going up, up, up!
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To: Brian Lempel who wrote (9126)1/29/2001 2:51:44 PM
From: Peter Church  Read Replies (2) of 10309
 
Hello Brian,

Thanks for editing the Lily Pond spreadsheet. Your work and that of all the contributors will help sharpen our focus on the fine prospects for this company.

As a self appointed member of the board (LP), I have a few questions for you or any other members present:

1. What model for the projections are we using. The traditional growth model, y = Ce^at, doesn't quite fit the data. Is there another model being used here?

2. What back testing or validation is possible with the model? What points can be checked in the future to insure that the model is accurate?

3. How sensitive is the model to economic conditions? What assumptions are we making regarding the economy?

4. Am I correct that the Wireless Hand-held Internet Devices lily pond is by far the fastest growing LP? It's growth looks remarkable.

The model is a great tool for analysis and I much appreciate the work that many have contributed here. Thanks for your clarifications.
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