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


To: MONACO who wrote (4041)1/24/1999 10:35:00 PM
From: lkj  Read Replies (1) | Respond to of 10309
 
To this point, I still don't know why WIND dropped. There is nothing wrong with making $0.30 for this quarter. I am just afraid that something much worse may be happening.

During last quarter's conference call, someone ask Ron that WIND's revenue seemed to be backend loaded. Ron sounded a bit irritated when answering this question. I am not sure who asked this question.

I think that more information will be release in the next few days, maybe there will be some announcement by one of WRS's competitor, or there might be a WRS personnel change, which I hope not.

Someone earlier was trying to compare WRS to PeopleSoft. I don't think it's the same situation here. Embedded market as a whole is growing very fast, and RTOS might be growing at an even faster pace. With the huge number of Internet appliances that's going to roll out, there is no slowing down in RTOS.



To: MONACO who wrote (4041)1/25/1999 12:37:00 AM
From: William  Read Replies (1) | Respond to of 10309
 
So who is Allen Benn ?
William