Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dstange who wrote (8848)	11/30/2000 11:19:52 AM
From: Carpe per Diem	Read Replies (1) \| Respond to of 10309

"Will revenue growth of 30% be sufficient with a p/e near 80?" What management didn't [and can't] forecast, is an inflection point where revenues and earnings JUMP when the many lily ponds WIND have seeded, begin to simultaneously proliferate. When that will happen is open to debate, but I don't want to be on the sidelines when it happens... Until that time, WIND will command a premium valuation because of The Story and the manner TSD and company are executing. The incredible onslaught of embedded processors and smart devices is just around the corner, I think we have only seen a small fraction of what's to come. [...Pompoms are now safely stowed]