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

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To: Lucas Hsu who wrote (38)4/21/1996 8:21:00 PM
From: Ramsey Su   of 10309
 
Lucas, looks like we own the same stocks.

Just spent part of a lovely San Diego Sunday afternoon reading Wind's annual report. Have some questions.

If Tornado was introduced last september, nothing but good news including Intel since then, when are they going to make money?

Same as 1st call, Zacks also estimates .13 for this qtr, probably because they also have only info from the same 2 analysts. I don't understand this number. WIND made .19 and .15 the last 2 qtr. What is driving this quarter down? Rev for qtr ending Jan 96 was about $10 million and they made $0.19. Using a crude estimate, are they going to have revenue in the range of $7 million this quarter to generate this .13/sh estimate?

Needless to say, I find these figures puzzling. Your thoughts?

Ramsey
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