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Technology Stocks : Wind River going up, up, up!
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To: James Connolly who wrote (9297)3/6/2001 1:54:19 PM
From: Allen Benn  Read Replies (1) of 10309
 
You say the product license revenue number for Q4 has slowed a little. What kind of number would you expect with no economic slowdown ?

I put in a placeholder for splitting up product revenues into product license fees and runtimes for FY 2000, and then made the MISTAKE of looking at growth rates as if my entries were reliable. Consequently, I had runtimes growing year-on-year at 97% when they probably didn’t. This means product license revenues may well have grown faster than I thought previously, giving a more balanced set of figures than the ones on which I based my observations.

No doubt WIND performed better (i.e. balanced) than I indicated. It was a flat-out great quarter for WIND.

Thanks for questioning my post.

BTW, from now on we will be able to have concrete growth figures on runtime versus product license revenue. While we have to be careful not to rush to judgment about trends with each quarterly report, trends will start to become evident over time.

Allen
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