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


To: w2j2 who wrote (4238)2/5/1999 4:59:00 PM
From: Richard Forsythe  Read Replies (1) | Respond to of 10309
 
And I wouldn't be surprised if the manager thinks WIND's PE is 90 or so. After this quarter, the PE will be about 30. If they come in around the top of their estimated range, it will be 39% revenue growth yoy, and 36% earnings growth. Not bad for 30PE!



To: w2j2 who wrote (4238)2/8/1999 7:48:00 AM
From: Mike Milde  Respond to of 10309
 
<< He interprets this to mean that the company's long term growth is slowing and Microsoft is taking market share. >>

I'm still waiting on a software developer to post a message on this thread or just send me an email explaining how he switched from Wind River embedded tools to Microsoft embedded tools.

Haven't heard of one yet.

Mike