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

To: Ramsey Su who wrote (7648)4/17/2000 11:28:00 PM
From: Don Lloyd  Respond to of 10309
 
Ramsey -

[[...What I did get is an aggregate rev of $310M for the last 12 months, a comfortable top line growth rate of 30% and a target profit margin of 20%. I figure if that is true, then we should have a potential of $400M in rev within 12 months or so. At 20%, earnings may be up to $2 per share. Trading in the thirties now, WIND would be dirt cheap....]]

I think you need to check your assumptions on which margin you are using and share count, but I don't know for sure. Any published sources are likely to even more wrong than usual with all the mergers.

Regards, Don



To: Ramsey Su who wrote (7648)4/17/2000 11:49:00 PM
From: hueyone  Respond to of 10309
 
re: a comfortable top line growth rate of 30%

I recall management raising top line growth estimates to 35% in the 8k CC. I believe it was the prior quarterly CC where management said 30%.

Cheers, Huey


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