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

To: cfoe who wrote (8362)	8/31/2000 6:32:41 PM
From: fellow	Respond to of 10309

I only caught the end of the call tonight, so perhaps they explained what they are doing to get their story out the the financial world. I doubt it, though. WR's technology is absolutely vital to the future, and nobody knows. fellow

To: cfoe who wrote (8362)	8/31/2000 7:27:21 PM
From: quelicious	1 Recommendation Read Replies (1) \| Respond to of 10309

Here are some cc thoughts, not meant to be in any way a complete commentary. Please feel free to comment/disagree: Some pros: -PR about specific (significant) customer/industry design wins. This was great reading. Those 2 paragraphs listing Sony, Philips, Motorola, Xerox, and Palm(!) are VERY understandable for the average investor! -St. Dennis sounded way more confident and in tune with the company. -revenue number solid, along with uptick in forecasted growth from 38-39% (although, that small of an increase seems almost not worth mentioning) -networking/appliance/set-top-box/cable modem all sound positive -better reporting on metrics (royalties,seat under maintenance, mkt shares on different processors, etc) -big R&D expenditures -Allen Benn cameo (at the end - you had to stay for the whole call) :) Some cons: -shifted $2 million of revenue expectations outward from Q3 to Q4. -no mention of I2O/IXP? -buried into the 10 cents of earnings was 2 cents of LBRT gains. why cant they just say 8 cents like everybody else?