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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (5488)	6/16/1999 9:09:00 PM
From: Greg Jung	Read Replies (1) \| Respond to of 10309

If I read you correctly, RS, you think 30% per year is too slow? Check the revenue history for MENT, INTS, MWAR, none of which can be said to be in "uptrend" whatsoever. WIND does have a good Q-Q track record and consistent (high) margins (at least in the "operational" income). Seeking to "corner" a market opposed to MS is a rather suicidal ambition. Consistent growth (30% growth in revenue probably too ambitious. Margin expansion may be possible) would be welcome, and actually a small stretch free of software-financials trickery (write-offs and deferals, etc.) would also be great. Greg