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Technology Stocks : Wind River Systems - Technical Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Snowshoe who wrote (208)	5/17/1998 10:49:00 PM
From: carolyn walder	Read Replies (1) \| Respond to of 431

Greg - The implication in your statement is that WIND can't make the numbers like they used to - I wouldn't make that statement. As you recall from the last several conference calls, they stop shipping BEFORE the end of the quarter - presumably so they will not exceed estimates by more than their target amount (1-2 cents). Although just rumor, the money manager that I use for my IRA (who originally turned me on to WIND) made a statement on his radio show in the middle of April that WIND had already stopped shipping for the quarter...I have the impression that he is fairly well connected and would deem his statements to be reliable... As far as WINDs earnings go - I would guess that they will again post 1-2 cents better. The deferred revenue number should be telling as it has been increasing at about a 30-50% rate as I recall. Although accounted for as a liability it represents future revenue due to WIND through contracts recognized ratibly over the contract period. In other words, I am not worried about WIND's ability to post their consistent 40-45% earnings growth... Carolyn