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

To: w2j2 who wrote (7370)	3/3/2000 11:26:00 AM
From: Don Lloyd	Read Replies (1) \| Respond to of 10309

wj - [[JS: Exactly right. Look at the revenue growth over the last 3 quarters: 21.5%, 12.6%, 19.7%. That averages 17.9% per quarter, or better than 72% per year. St. Dennis should be comfortable with 30% growth! :) wj]] If you listen to the conference call, you will hear confirmation that there is a strong seasonality to WIND's results which is why any Q1 will tend to be lower than Q4, with a -17% sequential result before the 3 quarters you quote. No well established, dominant company like WIND is going to grow at 72%. In the current Q, there will be no new Q1 WIND-only report to make a direct sequential comparison. It is also apparent that a significant part of the revenue growth going forward is expected to come from strategic acquisitions in the CSCO and AMAT mold. The ENTIRE problem with the Q4 report is unrealistic expectations. Investors, using the term very loosely, do not realize that earnings estimates need to be separately analyzed from company to company. There is a world of difference between a large company with dozens of analysts competing to fine tune their numbers by talking to management every week, and a smaller company like WIND where the numbers are rarely updated for months at a time and the few analysts that cover the stock have other, higher profile companies to deal with to try to augment their reputations. All current WIND shareholders have a cost basis of 66 1/8 or below. A company growing at 30% or more into the future will make every one of those shareholders profitable, with the only question being what time rate of return will be realized. Regards, Don

To: w2j2 who wrote (7370)	3/3/2000 11:28:00 AM
From: Joe Smith	Read Replies (1) \| Respond to of 10309

From Yahoo thread amongst all of the jumk.... "Mike Kwatinetz says one thing about WIND following his analysis after Q4 results, post CC...STRONG BUY. INTS numbers are not included for Q4. Due to the strong run up in the price of WIND, exec stock options that were not previously expected to be included into the shares outstanding number were included. This resulted in EarningsPerShare being 1 1/2 cents lower than mean street est. SG&A and R&D were slightly higher than expected and for the better... Revenue growth is robust and dynamics going forward are impressive with over 1000 design wins this Q between INTS and WIND. Basically, when you factor out these varibles WIND hit the EPS estimate, and top line growth is very impressive. but you have to dig to realize that fact. Don't concern yourself with the "delusion of profits." IMHO, We are truely living in a "sharp" transformation that will result in a new world in which our kids (mine are 7 & 4) will not even be able to imagine the world in which my parents lived and into which I was born. The primary resource as corporations and society crosses this "divide" is not the traditional Keynsian land, labor & captial economic resources that are of value to the enterprise, but Knowledge. Wind is truely a knowledge based organization. After all it is the Operating System "in" the internet. It is what makes "smart things think." Fiddler/St Dennis will be on Power Lunch today and WIND will probably rally. A major road show is planned begining the end of March. Don't worry about volility, cherish it." messages.yahoo.com