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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 (7358)	3/3/2000 10:33:00 AM
From: peter grossman	Respond to of 10309

Where did you ever see a quote that revenues would grow to $1B in two years? I recall St. Denis, not Fiddler, saying three years. This would amount to 45% annualized growth, quite consistent with being comfortable with >30% -- also consistent with this quarter's +36%. Internally, I believe management would be disappointed with 30%, but it would be foolish to announce higher projections than those they can be relatively sure of. I2O revenues have greatly lagged hopes that were publicized by Intel. I believe that this experience leaves management prudently gun shy about setting very high expectations. I2O plus increased R&D expenses more than explain the earnings "shortfall" of .02. And the I2O future may well be as rosy as ever, just delayed. Perhaps, the royalties will roll in concurrent with a ramp in those from cable modems, or digital cameras, or set top boxes, or all three and more. In that case, or anything approaching it, we'll see a revenue and earnings explosion, but it would be irresponsible of management to predict it within a specified time frame. Does anyone have quarterly I2O revenue data?