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


To: James Connolly who wrote (7406)3/5/2000 11:56:00 AM
From: peter grossman  Read Replies (1) | Respond to of 10309
 
I agree with much of the spirit of the post you quoted, but the major premise is wrong:

"None of the most recent qs was less than a 10% increase quarter over quarter with most recent q (including my guess for ints) totaling
$108.3mm. Lets be conservative and say they pick up only an additional $10mm a q in revs quarter to quarter. Projection would be

q1 - $118mm
q2 - $128mm
q3 - $138mm
q4 - $148mm

The 1st quarter for both WIND and INTS is always less thasn the 4th quarter due to seasonality; therefore the first quarterly projection, $118 is wrong and consequently all the others are wrong also.

Nonetheless, there are other growth assumptions that get us there without misinformations.



To: James Connolly who wrote (7406)3/6/2000 9:48:00 AM
From: w2j2  Read Replies (1) | Respond to of 10309
 
James, nice, clear analysis! IMHO you are right on. wj