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Technology Stocks : Wind River going up, up, up!
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To: lkj who wrote (9500)4/17/2001 10:17:33 AM
From: Carpe per Diem  Read Replies (2) of 10309
 
"Cisco warned big time. 30% decline in Q-to-Q sales. It's also taking a $2.5 billion inventory charge. Cisco, Nortel, and Lucent are three of the largest customers of WRS. John Chambers is calling this the 100 year flood. Cisco is not just cutting sale/marketing people. It is also cutting R&D budgets and engineers. I don't see how WRS can avoid this flood. How much is left in the cookie jar?"

This is the same argument the AMRO analyst used when he downgraded WIND late in Q4. WIND management dealt squarely with this issue in the Q4CC, pointing out these market conditions are driving business to their door. You have to wonder if Nortel was awash in cash, would they have chosen to standardize on VxWorks? I think Nortel went this route to increase efficiencies and drive costs and time out of their product development cycle.

If Ciscos is cutting R&D budgets and in-house engineers, that doesn't mean they will stop innovating, it means they will outsource MORE...IMO.

Rinks
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