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

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To: dylan murphy who wrote (2126)9/24/1997 9:03:00 PM
From: Brian K Crawford   of 10309
 
<<RSYS-50 1/4 WIND-40 5/8

Now what was this suppose to prove again?>>

I guess this is only 50% off topic, since half the
data regards WIND, so I'll risk a flame to add:

Price 98 EPS 98 PE Est 5 yr growth PE to GR

RSYS $50.25 $2.20 22.8 30 .76

WIND $40.625 $.80 50.8 40 .25

(Data approximate, from First Call)

If you accept the premise that you don't want
to overpay for future growth, and all the risks
are equal, then RSYS IS cheaper.

You can get into RSYS' at a PE that is 76% of
its growth rate, while you must pay a PE that is
125% of expected growth rate to establish
a position in WIND.

I own both, so I guess that shows that I believe
quality is worth paying for (WIND) and I can't
resist a statistically cheap tech play (RSYS)
either.

Now if some one can only show me how to line
these tables up....

Brian
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