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

To: voop who wrote (6124)	8/20/1999 1:00:00 AM
From: Snowshoe	Respond to of 10309

>>why is revenue growth slowing?<< Voop, Is it still slowing? Here's the revenue growth for the last six quarters: 43%, 42%, 40%, 36%, 23%, 27%. Maybe we've started a rebound. -Greg Still not sure whether FY2000 Q2 is 25% or 27%. I've emailed WIND asking for a clarification.

To: voop who wrote (6124)	8/20/1999 9:31:00 AM
From: Benjamin Ostrom	Read Replies (1) \| Respond to of 10309

Voop, it's mathematics. With WIND's already dominant market share, what is important for us is the growth of the market and the erosion rate of roll your own. Market growth and WIND's growth are becoming the same. I like the numbers. If you take out r&d and marketing growth, it'd be way beyond the predictions. But to meet such large market growth projections (eg the 1 billion by 2004), investments are required, so I'm not concerned by this spending in the least. Even with the spending increases, cash continues to grow significantly. I think the co. is right were we want to be for the coming explosive growth. Sincerely, Ben