Wind River going up, up, up! Message Board

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

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To: w2j2 who wrote (4780)	4/8/1999 4:07:00 PM
From: Ronald Paul	Read Replies (3) of 10309

It has been my experience professionally that more often than not - and contrary to common thinking, a bounce in revenues the following quarter do not occur when products shipments are delayed to the next quarter. If it were as simple as just forgetting to mail a letter, then indeed we would enjoy the increment for the next quarter. This has to do with the fact that there is a fixed bandwidth of human resources in planning, manufacturing, postponement, rollout, etc. In this case, R/D, working 100% to follow through on this commitment for the managed switch product inevitably delays the entire train before it can leave the station. The next train cannot get into the station to pick up more passengers until this one leaves the station. Hence, this is lost business. ++++++

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