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

To: Robert G. Harrell who wrote (7356)	3/2/2000 11:02:00 PM
From: Carpe per Diem	Read Replies (1) \| Respond to of 10309

I understand the winkwink nudgenudge game with respect to managing analyst's growth and/or EPS expectations [MSFT are masters aren't they] I sure the hell hope this is the game WIND is trying to play. Perhaps they need some fine tuning though. If Fiddler is implying 85% sales growth and if St. Dennis is telling investors 30% growth is achievable, then I say "Houston, we have a problem" They have to focus what they are saying to investors. Rinks

To: Robert G. Harrell who wrote (7356)	3/3/2000 2:39:00 AM
From: w sun	Respond to of 10309

I don't sense much difference in this quarter's cc from past ones. Not much changed in top line. The main thing I got from recent development at WSR and this cc is that the management has a plan and aggressively and enthusiastically pursues it. There is a very good team at the top. Competition from WINDOWS CE/NT Embedded, Palm OS, Symbian, Open Source and others will be fierce. VxWorks/pSOS alone won't do it. So WRS is after the tools and the services. I see this be right. If one believe this story, then WRS is a long term hold. The market is there. WRS is top dog in the sector. Short term who knows what may happen? From all the congratulations in cc, it seems Wall Street believes, at least for now.(ws)

To: Robert G. Harrell who wrote (7356)	3/3/2000 8:37:00 AM
From: Knight	Read Replies (1) \| Respond to of 10309

My guess is that the 30% estimate was to set expectations appropriately for the next quarter or so. Let's not forget that the 2000 design wins they discussed likely won't provide much royalty revenue for quite a while (probably at least a year out) since these are products under development. Once the royalty stream from WIND's design wins over the past year are so start to flow, I expect the revenues accelerate dramatically. This is the main reason for my bright outlook on WIND. Of course, I was hoping we'd start to see some evidence of increasing royalties this quarter. I didn't get to hear the conference call. Did WIND discuss how much revenue they received from royalties vs. licenses. and the growth rate of royalties vs. licenses? BTW, I agree with one of the previous posters who said that having a "total solution" will help WIND improve margins even more. I'd like to add, however, that the most significant potential for increasing margins is in getting the royalty stream flowing.