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

To: Allen Benn who wrote (9291)	3/5/2001 4:08:22 PM
From: James Connolly	Read Replies (2) \| Respond to of 10309

Allen, With regard to product license revenues here are the numbers for the last few quarters: Q1=$43.4M Q2=$50.2M Q3=$56.7M Q4=$60.0M You say the product license revenue number for Q4 has slowed a little. What kind of number would you expect with no economic slowdown ? Thanks JC.

To: Allen Benn who wrote (9291)	3/7/2001 7:25:38 PM
From: lkj	Read Replies (1) \| Respond to of 10309

Hi Allen, At its worst, the Asian crisis took WIND's quarterly revenue growth DOWN to 20% to 22% yoy. Had they realized what was going on and simply sucked it in, they could have maintained EPS growth at that level or greater. Since the crisis hit WIND with a significant lag, they were concerned something scary was happening to their business model. What contributed to this lag? Is there anything in WIND's royalty recognition that could attribute to this? If WIND were to see a similar slowdown as it faced during the Asia Crisis, how many quarters would the "lag" be for today's WindRiver System? Khan

To: Allen Benn who wrote (9291)	3/16/2001 11:23:47 AM
From: Peter Church	Read Replies (3) \| Respond to of 10309

Hello Allen, Welcome back from your travels. I guess that you are settled back into the comforts of home. It would be great to hear any perspectives you gained from afar. Also, I wonder if you could clarify for me how the lily pond model predicted only $20 Million in royalties for FY2001 compared to the $99 Million actually earned. Do we have enough definition to account for the discrepancy? Or are these from other, non-lily pond royalties? Message 15443996 Thanks in advance---Peter