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Technology Stocks : Wind River going up, up, up!
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To: David R. Lehenky who wrote (2442)11/20/1997 9:15:00 PM
From: J. Kerner  Read Replies (1) of 10309
 
CONFERENCE CALL

Dave, thanks for your overview of the conference call. A couple more things from the conference:

- The slower growth for product licenses was solely because service revenue came in higher and Wind simply subtracted it from $24M to get their product revenue(just as Prof. Benn stated). Product backlog increased slightly and overall demand remains strong.

- DSP: Although revenue contributions will be small for the next couple of years, Wind River is working with all the key players.

- NC: Things are constantly changing at NCI, but they remain a good customer of Wind River.

- PRISM+: Beyond what Dave mentioned, Wind stated that they still don't consider INTS a significant competitor. Many INTS offices are still showing old tools instead of PRISM+.

Regards,
Jason
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