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Technology Stocks : Wind River going up, up, up!
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To: bob who wrote (4630)4/5/1999 6:54:00 PM
From: Techplayer  Read Replies (1) of 10309
 
Bob,

Thanks for the article. I believe that certain market segments are growing much faster (as mentioned in the article). I have read that earnings for the industry are in the 30-40% range and that WIND is expected to keep pace. Wind revenue has grown 44 and 40% the last 2 years, earnings are projected to grow at just under 30% (assuming they break the trend of beating estimates by a penny a quarter...otherwise the growth is 33%). Taking .33X.81 WIND would be close to $27. Based on 1/2001 earnings estimates the target hits the analysts numbers of mid 30's. there has been no indication that revenue or earnings have slowed to less than 20% which is where WIND is valued now. Perhaps something is going on behind the scenes. Otherwise, I feel that this is a good price. Obviously 12 will be even better. At this pace, we could be there tomorrow.

Good luck,

Brian
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