Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: w2j2 who wrote (4780)	4/8/1999 9:17:00 AM
From: Mike Milde	Read Replies (1) \| Respond to of 10309

<< Last quarter was weak, this quarter a miss, and in answer to a question, they would not predict a bounce in revenues in Q2. You would expect this if revenues were simply moved from Q1 to Q2. wj >> All I see still is just fear. A) I dont remember last quarter being week. What are you referring to? B) Why would they predict earnings would beat expectations for a quarter that has not even started yet?? This would be so uncharacteristic of Wind River management. Mike

To: w2j2 who wrote (4780)	4/8/1999 4:07:00 PM
From: Ronald Paul	Read Replies (3) \| Respond to of 10309

It has been my experience professionally that more often than not - and contrary to common thinking, a bounce in revenues the following quarter do not occur when products shipments are delayed to the next quarter. If it were as simple as just forgetting to mail a letter, then indeed we would enjoy the increment for the next quarter. This has to do with the fact that there is a fixed bandwidth of human resources in planning, manufacturing, postponement, rollout, etc. In this case, R/D, working 100% to follow through on this commitment for the managed switch product inevitably delays the entire train before it can leave the station. The next train cannot get into the station to pick up more passengers until this one leaves the station. Hence, this is lost business. ++++++