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

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To: lkj who wrote (9244)3/1/2001 4:56:26 PM
From: Brian Lempel   of 10309
 
Hi Khan,

I think the $.06 number for next quarter is not surprising given a natural slacking off of revenue while maintaining levels of spending. Last quarter's bail out by "interest and other income" will probably not save us in Q1 02, and hence the easing of estimates.

I also think it's brilliant to lower the guidance, regardless of what they internally believe. They know that in this environment, reaffirming estimates would be met with mistrusted anyway. So they make a token gesture, knowing that lowering estimates will not hurt short term stock performance. Yet it makes their job in meeting the numbers quite a bit easier.

-Brian
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