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

To: David M. Sawyer who wrote (3314)	6/22/1998 8:13:00 PM
From: Mark Brophy	Read Replies (1) \| Respond to of 10309

That's true. I sold near the 52 week high and bought near the 52 week low. That's generally the way I prefer to trade, although I'm not that astute every time. You might want to peruse the comparative SFAS 123 data that Greg, Pirah, and Michael referred to stating the real earnings of Wind River and RadiSys after stock option grants are treated as a personnel expense. Here's the data for RadiSys: Year Ended December 31, 1996 Year Ended December 31, 1997 -------------------------------- -------------------------------- Earnings per Share Earnings per Share ------------------ ------------------ Net Income Basic Diluted Net Income Basic Diluted ---------- ----- ------- ---------- ----- ------- As Reported $9,546 $1.38 $1.30 $15,425 $2.01 $1.93 Pro Forma $8,533 $1.23 $1.19 $12,904 $1.68 $1.60 Compare it to Wind River: FISCAL 1998 FISCAL 1997 FISCAL 1996 - ---------------------------------------------------------------------------------- Net income: As reported $ 4,870 $ 11,280 $ 5,383 Pro Forma (5,782) 7,296 4,248 Net income per share: As reported Basic $ 0.19 $ 0.49 $ 0.26 Diluted 0.17 0.43 0.23 Pro Forma Basic (0.23) 0.32 0.20 Diluted (0.23) 0.28 0.18 As you can see, RadiSys has earned $21.4m in the last 2 years and Wind River has earned $5.8m in the last 3 years. There's really no comparison and you should also consider buying RadiSys at the current low price.