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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 (7659)	4/20/2000 9:18:00 AM
From: James Connolly	Respond to of 10309

Rinks, Just wondering where you got the 12% EPS growth going forward ? In the 8K CC management said revenue will grow at around 35% and op margins should increase from 12% to 20% over time. Also from Matt Belkin. "Now assuming revenue growth holds at 35% through FY02, op margins of 20%, shares out of 75 mil or so, I get eps in the range of 1.32-1.37, or 29x the current share price. That suggests earnings growth of over 135% yr:yr(assuming eps of $0.55-$60c in FY01), and more importantly that the stock is trading at a discount to revenue growth on a PE basis. Again, this valuation does apply to Fy02 (calendar 2001) but folks, that's only the next 7 quarters. I've said it before and I'll say again, Wind is a STRONG BUY at these levels" Regards JC.

To: Carpe per Diem who wrote (7659)	4/20/2000 9:44:00 AM
From: Allen Benn	Read Replies (2) \| Respond to of 10309

Come back to this thread, only to find out the WIND guru [all respects intended] bailed on WIND last April..the same time I bought into WIND. Now, having shed 2/3 of my WIND holdings last month, Mr. Benn returns, appearing more bullish than ever. Apparently, my timing sucks. Your timing may suck, as does mine most of time I trade stocks, but you misinterpreted my actions last April. I didn?t bail out of WIND. I don?t post my trades, but just to clear the air, I was a net buyer of WIND consistently last year-but never during periods proscribed for insiders. I gradually increased my position in the range of 15% to 20% during 1999. Allen