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

To: Carpe per Diem who wrote (7348)	3/2/2000 9:30:00 PM
From: Andre Daedone	Read Replies (1) \| Respond to of 10309

RINKS: I will post a question to CNBC for St. Dennis to answer at the power lunch tomorrow. Andre

To: Carpe per Diem who wrote (7348)	3/2/2000 9:32:00 PM
From: cordob	Respond to of 10309

I think WIND is a great company, but stalling in growth right now (earnings growth). Was 40% many years but not sure now. Would still invest (again) but would like some assurance. Competition is getting stronger. Company is relatively small and vulnerable (but maybe thru that flexible). CE is not an issue, technology stinks there. But there are others, such as GWRX (in the Nokia Communicator cellphone , full internet, email etc). Any comments? Cor

To: Carpe per Diem who wrote (7348)	3/2/2000 10:14:00 PM
From: cfoe	Respond to of 10309

A couple of comments. It is totally consistent with management to guide analysts expectations down. And it would be irresponsible for them to set up a target where nothing can go wrong. Say they predict 85% and do 75%? Would that be a success or a disappointment? 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" One place they plan to go after for increased revenues is the "home grown" embedded market. I believe they said that 85% of the embedded software market is still self developed and it is going to be increasingly difficult for companies to stay up on the technology and improve or develop new embedded systems. They are going after this 85% with their software, tools and services. I would say we need to watch how they execute here. It will be one of the keys to their future success.

To: Carpe per Diem who wrote (7348)	3/2/2000 10:14:00 PM
From: Robert G. Harrell	Read Replies (3) \| Respond to of 10309

Rinks, I think they are saying 30% for CYA reasons but are thinking much higher. If you listen very carefully to what they said late in the conference call (perhaps it was to the last question) they kept discussing customers who were growing at very high rates. To me, that was a subtle way of suggesting that growth may be much higher than 30%. Maybe my thinking is wrong but if my customers are growing sales at, say 85%, and my widget is in each of their products, then it follows that my sales are going to grow 85% too. Is this wrong thinking? (85% is just a hypothetical number.) I don't think anyone believes that the internet appliance market in all its forms is only going to grow at 30%. The street usually doesn't punish companies for exceeding estimates. If I were in the CEO's shoes, I'd low ball my estimates too. Especially right after a major merger and reorganization. Bob