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


To: Allen Benn who wrote (3104)4/30/1998 8:55:00 AM
From: Erwin Sanders  Respond to of 10309
 
****************OFF TOPIC*************************

Allen:

I enjoyed reading your recent enlightening posts. Are you still following SNIC and have you formed any new opinions on it, after the recent spate of product announcements, and yet another set of disappointing financials? The last announcement regarding earnings would seem to indicate problems on the personnel front. SNIC may have great products and be in the right market, but what good is all of this if management is not performing.

When you have time, your comments would be much appreciated on the SNIC thread.

Regards,

Erwin



To: Allen Benn who wrote (3104)4/30/1998 9:25:00 AM
From: Ramsey Su  Read Replies (1) | Respond to of 10309
 
Allen,

since I now rely on my investments to put food on the table, stock prices are indeed of great importance, though I don't need WIND to perform for tonight's dinner.

Should it not be logical to expect a phase of accelerating revenue and earnings for WIND at this stage of the maturing process for the company? While 10% revenue growth is a lot of money for a company like GE or IBM, a 40% revenue growth is still not much, in dollar terms.

Comments?



To: Allen Benn who wrote (3104)4/30/1998 10:25:00 AM
From: J. Kerner  Read Replies (1) | Respond to of 10309
 
Hi Allen,

Sounds like you attended the H&Q conference. If you can give us an idea of what was discussed during Wind's presentation and breakout sessions that would be great.

Regards,
Jason