SI
SI
discoversearch

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: Greg Jung who wrote (6561)10/23/1999 8:32:00 PM
From: Don Lloyd  Read Replies (1) | Respond to of 10309
 
Greg -

(...however consider the reason why WIND has
commanded at least a 4x sales multiple whereas INTS does
no better than 2x: Wind revenues can turn a profit.
So if the ints revenues could be processed through
WRS income sheet we get a bargain...)

The INTS revenues are problematical going forward, and until the merger becomes reality, the INTS sales force has little chance of reducing the confusion of potential customers. The real advantage of the merger should be the fact that both sales forces will eventually end up on the same end of the rope in the 'tug of war' that competes for customers, instead of canceling each other out.

Regards, Don