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


To: Bargain Hunter who wrote (7345)3/2/2000 9:19:00 PM
From: Carpe per Diem  Read Replies (4) | Respond to of 10309
 
"I think that is a signal to expect more acquisitions."

How could they make up $500,000,000 in sales with acquisitions over the next two years??, hell... they just paid $300,000,000.00 in stock for a company with $25,000,000 in annual revenue.

What would the cost be to acquire a company(ies) that would make up the $500,000,000 in revenue in that time frame...especially in this space??? They already have a commanding share of the market, there's not a whole lot left in this space to acquire.

Does anyone know for certain when management expects to get to $1B in revenue. Is it really two years as suggested....Fiddler says they expect to get there "quickly"

30% growth gets them halfway to that target by FY 2001 and all the way there by FY 2004 (not 2006 as stated in a prior post).

Either [A]

Their CEO, St. Denis is a liar, and revenue growth will dramatically exceed 30% and they will reach their $1B in revenue in 2 years. (85% annual growth) [if this is the case, why in hell would they lead investors to believe otherwise?]

or [B]

Fiddler is a liar, and revenues will "plod" along at a 30% growth rate and they will eventually reach $1B in revenues 5 years from now, FY 2004. [hardly "quickly" as he so eloquently stated]

WIND has managed to confuse the hell out of this investor.

Rinks