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

To: carolyn walder who wrote (3204)	5/21/1998 3:37:00 PM
From: Ramsey Su	Respond to of 10309

WIND had us trained to expect a couple of pennies above street estimates. Anyone aware of reasons which may say otherwise? Allen's absence is disturbing, hope he is just having a good time vacationing somewhere. Ramsey

To: carolyn walder who wrote (3204)	5/21/1998 3:43:00 PM
From: dougjn	Respond to of 10309

Thanks Carolyn, <eom>. Doug

To: carolyn walder who wrote (3204)	5/21/1998 4:01:00 PM
From: Snowshoe	Read Replies (1) \| Respond to of 10309

Briefing.com reports this regarding the cc... phone#: 800-633-8284 reserv#: 4268125 Replay begins at 13:00ET on 5/22 and runs through 5/25.

To: carolyn walder who wrote (3204)	5/21/1998 6:46:00 PM
From: Snowshoe	Respond to of 10309

(Revised) >>Greg pointed out on the other thread that their earnings growth had appeared to be slowing and they needed to report at least 17 cents to reverse the trend.<< My calculations were wrong. They reported a 50% increase in net earnings, which exceeds last quarter's earnings growth. And the revenue growth increased from 41% to 43%. Not bad at all. I especially liked this comment: "Communications giant Lucent Technologies this quarter selected Wind River as the embedded platform of choice for developing next-generation devices." (Last year at ESC East Lucent was hyping their own Inferno RTOS, but I haven't heard much about it since.) I'm looking forward to the conference call.