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

To: Mike Milde who wrote (4781)	4/8/1999 11:08:00 AM
From: w2j2	Read Replies (1) \| Respond to of 10309

Mike, These numbers are what I thought were weak last quarter: Accounts Receivable: Q2 21,000 Q3 23,307 Q4 30,375 Deferred Revenue: Q2 15,559 Q3 15,802 Q4 17,062 Granted, they were not dramatic changes, but they were significant increases in trend. With regard for projections for Q2'99, you are right, they were being conservative. The stock has taken a hit, & it is too late to do anything about that. If they keep the revenue benchmark down it will be easier to match or beat going forward. The good news is, they say they will make full year '99 numbers. This implies an acceleration in revenues and earnings in Q2,3,4. Cross your fingers! wj