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

To: Erwin Sanders who wrote (8233)	8/10/2000 1:24:41 PM
From: the hube	Respond to of 10309

It has been just over a year since wind changed their pricing model. At the time, I remember the thinking was that revenues would take a hit for a while, but that long term it was the right move. I believe that we should really start seeing the benefit now, unless the whole thing was just smoke. Current revenue projections are for $98 to $98.5 million. I for one will be very disappointed if they are not significantly above $100 million. First quarter revenues were $91.6 million, and EST was only included for one month (EST had 1999 revenues of %28 million). Factoring in EST for the quarter and hoping for close to 10% Q on Q growth, my guess is that they should have close to $105 million in revenues. Ramsey, I also do not think the company is significantly more transparent than last year, although I do think they have made some progress. I also think that they have identified this as an issue that needs to be addressed, and expect to see more progress in the future.