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

To: cfoe who wrote (8843)	11/29/2000 6:40:42 PM
From: cfoe	Read Replies (1) \| Respond to of 10309

I listened to WRS conference call. Some highlights: >Overall it was a good call. >The quarter was well-received by the analysts. >New CFO sounded OK, but he did sound new. Should be more commanding as he gets more grounded. >38% sequential revenue growth in Q4; approximately $158MM per my calculations. >This should mean total revenue of $466MM for year - a 95% increase over prior year. Of course this is including the current year's merger/acquisitions. >Forward guidance for revenue growth is 30%. Sounded very conservative to me; might be 30% sequentially, down from the recent 38%? Can anyone else clarify? >While they did not enumerate design wins, in answer to question they said vxworks did better than last quarter and psos did worse, just what they have been expecting. >Net margins continued sequential improvement as promised. St. Dennis seemed to be emphasizing his goal to build a culture of keeping their promises. >Feidler emphasized that Wind products are now in end-to-end in Internet. From infrastructure to Internet applications and everything in between. He said despite all the recent concern the Internet is growing very strongly. That's it for now. I will read Peter Church's post 8840 and see if it triggers any additional memories.