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

To: Peter Church who wrote (8845)	11/29/2000 11:38:42 PM
From: cfoe	Read Replies (2) \| Respond to of 10309

They didn't mention any slowdown in business and are maintaining their estimates for the year. 30% growth in most markets. I still don't understand what the 30% growth is based on. Is it y-o-y, sequential quarterly, or what? The CFO said revenue growth over '99 would be 38%. This does not jibe with the published figures from last year (38% is way too low). So maybe the base ('99) has been restated to include the merged/acquired companies? Thanks in advance for any clarity you can provide.

To: Peter Church who wrote (8845)	11/30/2000 4:32:06 PM
From: James Connolly	Read Replies (1) \| Respond to of 10309

Peter, The one metric that stands out for me is the increase in runtime royalties. Royalties were $25.9 million in Q3 vs $17.6 million in Q2. That's a 47% increase in just 3 months if I'm not mistaken !!! Some of this no doubt is due to the normal seasonal increase form Q2 to Q3 but it still looks very strong. Since WIND only started to break out royalties in Q1 it's difficult to know what the historical jump in royalties is from Q2 to Q3. The only negative was services which was down very slightly from Q2. Regards JC. PS. Nice to see WIND up 5% when the Nas is down.