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 Technology Stocks | Wind River going up, up, up!

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To: ehasfjord who wrote (10181)1/16/2003 9:49:55 AM
From: Peter Church   of 10309
 
Or that could be a short covering buy in at the close.

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To: Ausdauer who wrote (10182)1/16/2003 5:51:43 PM
From: The Ox   of 10309
 
Any idea what they get per item.

Pennies per unit is my understanding. This is one of the reasons why WIND has a big problem making any money. They sell their software development platforms for a decent buck and then their licensing revenue (per unit) is almost negligible.

Look at the list in the link you submitted. Combined, millions of these products are sold but only a tiny fraction of the end unit price finds it's way back to WIND.

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To: The Ox who wrote (10186)1/16/2003 6:10:48 PM
From: The Ox   of 10309
 
In my opinion one of the major problems with WIND is that while their sales have fallen, their expenses haven't dropped proportionally. In the last earnings report, sales for the 9months had dropped 32% from the previous year while marketing, R+D and SGA only fell 18%. Not good, especially since they were already losing money in the previous year. They waited too long to restructure and, due to this costly error, they have been playing the very tough game of catch up ever since.

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To: The Ox who wrote (10187)1/16/2003 7:48:36 PM
From: Ausdauer   of 10309
 
Michael, I couldn't agree more.

The financials look horrible with SG&A being disproportionately high.

If WIND is into multiple consumer devices selling at reasonably high volume
there should be a corresponding increase in total revenues which is suspiciously
lacking at this stage. Management hasn't articulated a clear plan to profitability
and isn't nibling even as the stock craters. That seems very suspicious to me.

Aus

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To: Ausdauer who wrote (10183)1/17/2003 12:19:33 AM
From: ehasfjord   of 10309
 
I'm still perplexed, both regarding the run
and the non chest thumping of PR re: the camera.
The camera deal had been disclosed several days
prior to the run - yet no increase in stock
price at that point in time. I guess the main
question I've got is that there was no real increase
in vol., yet, the stock goes up. This,
(in my small mind) does not point to short covering,
(although I don't know what size the blocks of shares
were). There was a sell-off today which is another
inconsistency for the run.

Perhaps someone with more knowledge could explain.

My nose says something is happening behind the scenes.

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To: Peter Church who wrote (10185)1/17/2003 12:31:44 AM
From: ehasfjord   of 10309
 
To Aus., Church and Happel.
1st, it's nice to know that there are still
some out the that follow WIND (even the lurker 8-) ).
Peter, you may have hit in on the head. HUGE
SPIKE up in last 15 minutes of trading on the
15th. Chart shows a steady increase in price
on the 14th. IMHO, something is still going on.

siliconinvestor.com

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To: ehasfjord who wrote (10190)1/20/2003 12:37:07 AM
From: CFA   of 10309
 
Perhaps I'm off-base here, as the argument was geared more to Cisco than to Sun and to Unix, but whatever happened to WINDtel?......

nytimes.com 

Earlier this month, Goldman, Sachs issued a lengthy report titled, "Fear the Penguin," a reference to the Linux mascot. "Linux-on-Intel appears likely to emerge as the dominant platform in corporate data centers," the report predicted.

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To: CFA who wrote (10191)1/21/2003 12:10:58 AM
From: ehasfjord   of 10309
 
Pardon me, but, I don't subscribe to anything.
However, thank you for your good intentions.

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To: CFA who wrote (10191)1/23/2003 9:57:06 AM
From: Peter Church   of 10309
 
There have been a lot of positive earnings lately based on a revival of the telecoms (Alcatel, TXN, NOK, QCOM). Anybody have an overview of what's going on and predictions for the year? I expect that WIND is still highly leveraged to that industry.

Peter

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To: Peter Church who wrote (10193)1/23/2003 10:55:34 AM
From: Starlight   of 10309
 
News today:

Wind River Powers Another Technology First
Thursday January 23, 7:45 am ET
Motion Media Technology's mm745 Videophone Delivers TV-quality Video Calls With the Same Ease as a Traditional Telephone

biz.yahoo.com 

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