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Technology Stocks : Wind River going up, up, up!
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To: Jay Nitschke who wrote (4893)4/15/1999 10:14:00 PM
From: Peter Church  Read Replies (1) of 10309
 
Thanks for the explanations.

H&Q attributed the 35% drop in share price last January to the CFO's mention that the 4Q99 looked "backend loaded".

I looked through the WIND INDEX to find some insights into the hockey stick effect which Ron Abelmann has tried hard to smooth down. My impression is that there is some backlog management and that the accounting for the quarter is somewhat flexible. This last quarter seemed to have less flexibility due to shortfalls in visibility. We won't know if that is a temporary lapse or a new trend for another quarter or two.

H&Q said the problem is due to MSFT pushing into the space and INTS making a comeback, increasing competition. We haven't had much discussion of INTS recently. Any opinions?

The posts are:

Hockey Stick, Deferred Revenue
610, 2181, 2186, 2192, 2197, 2198, 4175, 4179, 4183,
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