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: Carpe per Diem who wrote (7340)	3/2/2000 7:05:00 PM
From: Andre Daedone	Read Replies (1) \| Respond to of 10309

What comments do you have about this: messages.yahoo.com They also stated on CNBC that WIND did notify Wall Street of additional costs which obviously affected their earnings. How can you compare WIND with Bre X?? Andre

To: Carpe per Diem who wrote (7340)	3/2/2000 7:08:00 PM
From: NeverRight	Read Replies (1) \| Respond to of 10309

One interesting fact that they snuck in there is that due to the rise in stock price the diluted shares increased, accounting for .015 in lower EPS. One funny thing is the analysts kept on saying "great quarter" when they didn't meet the analysts' number. Oh well, close enough. Howeve when your p/e is 100 I'm not sure you can afford such a disapointment. Still long.

To: Carpe per Diem who wrote (7340)	3/2/2000 10:01:00 PM
From: cfoe	Respond to of 10309

These results are completely awful given the expectations investors have (had) in WIND. First, I did not know what the expectations were, but when I first saw the results, I wondered how the flat eps would be received. I then listened to the call and it was very interesting. (By the way, I took notes on the call and if you PM me with your e-mail, I will send them to you - and then delete your e-mail address.) One thing that was interesting was that 7 of the 9 analysts started their questions with congratulations. One in particular pointed out the revenue growth. Another key point was that they are clearly spending with the idea of capturing a key position in what they see as an exploding market. They also said that their products and customers make them a key player in the Internet infrastructure game and they plan to get that word out. The call ended with me feeling very positive about this company. I am betting that next year's fye call will be very positive.