Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: voop who wrote (6193)	8/26/1999 8:17:00 AM
From: James Connolly	Read Replies (1) \| Respond to of 10309

Cisco buys Cerent for $6.9 Billion !!!!! news.com Cerent runs on TMS. Regards JC.

To: voop who wrote (6193)	11/19/1999 10:33:00 AM
From: Peter Church	Read Replies (1) \| Respond to of 10309

What a difference one quarter makes. The analyst community is finally getting positive. Compare to last quarter's: Date: 8/25/99 1 of 2 Wind Reports Mixed July Quarter. Maintain Market Perform. * Wind reported July quarter results with EPS of 14¢ below the consensus of 16¢. * Near-term we remain cautious as Wind has embarked on a significant internal reorganization, continues to seek a CEO, and continues to invest in infrastructure and new product initiatives. * Management did take a strong step forward towards improving visibility by revealing the revenue contribution of many products (i.e. I20, Tornado for Managed Switches) in the qtr. * We believe the shares will trade horizontally, or at a modest discount to the expected 25% growth rate, until visibility improves and the near-term transition risk subsides. * We maintain our Market Perform.