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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (9291)3/7/2001 7:25:38 PM
From: lkj  Read Replies (1) of 10309
 
Hi Allen,

At its worst, the Asian crisis took WIND's quarterly revenue growth DOWN to 20% to 22% yoy. Had they realized what was going on and simply sucked it in, they could have maintained EPS growth at that level or greater. Since the crisis hit WIND with a significant lag, they were concerned something scary was happening to their business model.

What contributed to this lag? Is there anything in WIND's royalty recognition that could attribute to this? If WIND were to see a similar slowdown as it faced during the Asia Crisis, how many quarters would the "lag" be for today's WindRiver System?

Khan
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