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

To: Snowshoe who wrote (6123)	8/19/1999 11:00:00 PM
From: voop	Read Replies (2) \| Respond to of 10309

In a nutshell, why is revenue growth slowing in a world where more and more embedded chips need more real time operating systems and royalties from previous design wins should be accruing, etc, etc thanks Voop

To: Snowshoe who wrote (6123)	9/7/1999 4:31:00 AM
From: Snowshoe	Respond to of 10309

WIND Revenue/Earnings Updated for the RouterWare Acquisition Table 1 is the old table. Table 2 shows combined data for recent years. ===================================================== Table 1. WIND Revenue/Earnings (Excluding RouterWare) ----------------------------------------------------- (In thousands) Total Net Total Net Revenue Income Period Revenue Income Growth Growth --------- ------- ------ ------- ------ Q1-FY1996 8,700 667 Q2-FY1996 10,100 1,207 Q3-FY1996 11,400 1,537 Q4-FY1996 13,800 1,972 --------- ------- ------ ------- ------ FY1996 44,000 5,383 Q1-FY1997 12,600 1,470 45% 119% Q2-FY1997 15,000 2,090 49% 73% Q3-FY1997 16,600 3,460 46% 125% Q4-FY1997 19,800 4,260 44% 116% --------- ------- ------ ------- ------ FY1997 64,000 11,280 45% 110% Q1-FY1998 18,400 2,950 46% 101% Q2-FY1998 22,000 3,870 47% 85% Q3-FY1998 24,000 5,210 45% 51% Q4-FY1998 28,000 6,193* 41% 45% --------- ------- ------ ------- ------ FY1998 92,400 18,223* 44% 62% Q1-FY1999 26,400 4,435 43% 50% Q2-FY1999 31,200 5,931 42% 53% Q3-FY1999 33,600 7,165 40% 38% Q4-FY1999 38,200 8,520 36% 38% --------- ------- ------ ------- ------ FY1999 129,400 26,051 40% 43% Excluding non-recurring charges Quarterly revenue/earnings from published sources. ----------------------------------------------------- ===================================================== Table 2. Combined WIND/RouterWare Revenue/Earnings to reflect the "pooling of interest" acquisition of RouterWare in June 1999. ----------------------------------------------------- (In thousands) Total Net Total Net Revenue Income Period Revenue Income Growth Growth --------- ------- ------ ------- ------ FY1998 93,770 ______? Q1-FY1999 26,724 4,268 Q2-FY1999 31,802 5,854 Q3-FY1999 34,200 7,141 Q4-FY1999 39,177 8,387 --------- ------- ------ ------- ------ FY1999 131,903 25,650 41% __%? Q1-FY2000 33,476 4,729* 25% 11% Q2-FY2000 39,604 5,961* 25% 2% *Excluding non-recurring charges FY1998-1999 data from Wind River Systems. FY2000 data from published sources. -----------------------------------------------------