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


To: James Connolly who wrote (6143)8/20/1999 5:58:00 PM
From: David M. Sawyer  Respond to of 10309
 
Credit Suisse First Boston
(Aug 20, 1999)

Wind River Systems (WIND, $14 9/16, STRONG BUY) Target (12 Months): N/A

Wind River reported Q2 FY00 EPS of $0.14, a penny short of
consensus but on track with our preview
Revenue, essentially in line with our forecast at $39.6MM, was
aided by the Routerware acquisition
As expected, operating expenses were higher than forecast at
60.7% of revenue
Wind is making current investments (including acquisitions) to
help it move to higher value added vertical solutions in the
Internet and Networking arenas and drive future growth escalation
Maintain Strong Buy rating
Annual
EPS
1/00E 0.63
1/99E 0.61
1/98A 0.44




To: James Connolly who wrote (6143)8/20/1999 7:05:00 PM
From: bythepark  Read Replies (1) | Respond to of 10309
 
James,

Regarding I2O, didn't I hear them predict a minimum of $5.0M revenue from I2O for this fiscal year ... with 1.5M reported for the first 6 months ?

--alan