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

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To: lkj who wrote (9514)4/18/2001 1:44:16 PM
From: slacker711  Read Replies (1) of 10309
 
I don't know how WRS books royalty

Neither do I....but I was under the impression that the recognition lagged sales by a couple of months. Here is an excerpt from an Allan Benn post....

siliconinvestor.com

Just prior to the beginning of Asian crisis, WIND was probably on the verge of breaking out seriously to the upside. The crisis slowed new projects to a standstill, but existing projects continued into production heightening royalty revenues. It is likely that WIND’s conservative revenue recognition policies contributed to the lag, as royalty reports lagged actual shipments by one or more quarters, and deferred royalty income kept flowing in irrespective of production activity.

Obviously, things may have changed over the last 2 1/2 years....

Slacker
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