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

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To: Ronald Paul who wrote (4128)1/26/1999 3:07:00 PM
From: mac  Read Replies (2) of 10309
 
> The characterization that his talk to analysts
> on Friday was a pre-earnings warning is probably
> an apt one.

Ron .. I must disagree with that statement.

I don't believe that it was a warning at all. According to public info., Wind told Stanek etc. that the quarter may be more back end loaded than usual. After the hullbaloo, all the analysts (those that gave their opinion) have reiterated the 29c number for this qtr. Kwat said that revenues may be 1/2 million less than he expected. If anything, that was the only warning.

In fact, I can't imagine how anyone could infer from all we've seen that WIND will not make the qtr. Krabers 27..30c estimate was probably purely conservative speak, which WIND now (to our sometime exasperation) is very practiced at. Even Stanek emphasized that they would make the quarter.

The strangest thing that still hangs in the air in my opinion is the H&Q suspension. Anyone hear anymore anout that??

mac
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