Wind River going up, up, up! Message Board

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

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To: Brian Lempel who wrote (9558)	5/6/2001 5:55:32 AM
From: Don Lloyd	of 10309

Brian - The following reference to the full H&Q report doesn't seem to have made it to this thread yet. messages.yahoo.com The key thing to take from this report is that the news is likely to get significantly worse before it gets better and the relatively positive stock action on friday is unlikely to be sustained. In particular - FY02 rev. yr/yr growth estimates reduced from 30.2% to 3.4% FY02 EPS yr/yr growth estimates reduced from 30.8% to -55.8% FY02 EPS estimate of 29 cents, down from the previous management guidance of 68 cents, represents an approximate PE of about 90X If a 30X PE were assigned to match the 30% growth rates which no longer appears in the near term and if it were applied to the unreduced FY02 68 cents guidance, it would still only give a stock price of $20.4. My conclusion is that there is little likelihood that writing covered calls against WIND stock over the next 3 to 6 months will reduce total returns as compared with simply holding long stock. Regards, Don

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