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: Judy who wrote (3813)2/27/1999 10:27:00 AM
From: Logain Ablar  Read Replies (1) of 10309
 
Judy, Carolyn & Thread:

Just listened to the replay of the Wind River Conference Call @ 1-800-642-1687 ID # 866752 (thanks Peter). I recommend you block an hour out of the day to listen.

My impressions only
Positives:
Revenue and earnings #'s and positive street reaction with strong buy recommendations.
Continue to have high margin's approximately 85%. Are not discounting (cheapening) products.
Diverse customer base.
Continued 40% growth is attainable.
Expanding service business (lower margin but helps in sales and acceptance of product).
Continue to lead market and take market share from competitors.
I2O – for year low to mid single digit millions in total revenue amount. [Is integral to NIGO. Slower acceptance than originally anticipated. Expect to start to see more in June time frame (still 2 qtrs?). It is slowly building a head of steam]. Its best to reread Alan's recent posts on this.
In 70% of Japanese auto's navigation systems (must be in the acura I've seen advertised).
Many analyst's are still clueless on company. (Positive as more analyst's discover company it can only help). One didn't know they are in new headquarters.
Reviewed in process R&D write off with PWC and don't anticipate any SEC issues (but can't be certain).

Negatives:
MSFT will continue to issue FUD announcements. The threat of course is at some point MSFT may be a true competitor.
DSO's increased 22% to 71 days. Ron managed the analyst's well on this but this can be an issue (especially if competition heats up).

Company is following its business plan. This is still a good time to add to long term investment.

Please listen to the CC. I'm a poor note taker / assistant.

Ti
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