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: jim detwiler who wrote (1792)	8/21/1997 3:02:00 PM
From: Mitchell Jones	of 10309

WIND has developed a business plan that allows for an earnings growth rate of 75% year over year.They can defer claiming certain revenues to achieve this rate and thus avoid the hockey stick curves that plague many other software companies. Allen has pointed out in the past that it is not possible to predict WIND's earnings--even with Allen's model-- but it is possible to calculate earnings(with a high confidence level) merely by multiplying last years comparable quarter by 1.75. The danger in trading in and out of WIND is that factor can change as new revenue streams come on line and it seems very likely that it will change in the not too far distant future. The question that has to be answered is--- What are you willing to pay for a company whose earnings will be 75% higher next year than today? I spend a good deal of time looking for something better than WIND with no success.Do you know of anything? Mitch

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