SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wind River going up, up, up!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Allen Benn who wrote (9315)5/17/2001 10:31:20 PM
From: CFA  Read Replies (2) of 10309
 
When I read WIND's guidance today, I thought of a recent post by Allen Benn. In the post, Benn writes his typical stuff about how WIND is so great and dominant. Benn concludes by writing, "This is why I would guess that management’s 30% guidance fairly represents the low end of WIND's performance over the upcoming year".

Message 15468593

After today's results and guidance, WIND will be lucky if it can match last year's revenues.

I don't think that there's anyone on these boards who is as knowledgeable about WIND as Allen Benn apparently is. Benn started this thread over 5 years ago, has followed the stock closely for even longer than 5 years, consulted for the company, attends Analysts Day meetings, and writes extensively about the company.

My question is this: How could someone as knowledgeable about WIND be so wrong? And if someone this knowledgeable can be so wrong, then why should I have any confidence in the company at this point?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News