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

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To: Jay Nitschke who wrote (4893)4/16/1999 2:05:00 PM
From: Ronald Paul  Read Replies (1) of 10309
 
WIND has made it clear for years that they avoid and discourage backend loading pitfalls. They are known not to succumb to discounts of any form under pressure of making a quota. If customers have tried to put the squeeze on WIND in this fashion, they will soon discover that they simply delayed for no appreciable discounts. This may cause one quarter to become backend loaded but is likely not to be repeated by the same customer and sends a message to the industry IMO.

All backend loading is not necessarily due to this type of game playing. A case in point is the slip of a release, such as was just announced. Something similar to this may be at the root of the backend nature of last quarter.

It may not be their official policy, but WIND's success in avoiding the hocky stick has contributed to the smoothed out nature of their financials, quarter over quarter, 20+ consecutive quarters running. Not a bad track record and speaks well of management IMO.
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