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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (2452)11/22/1997 1:55:00 PM
From: quelicious1 Recommendation  Read Replies (2) of 10309
 
Allen,
As usual, your post was informative and clear. I liked your idea of breaking out the I2O run-time royalties, but see a potential downside. WIND clearly feels that keeping the lid on certain specific information is a strategic necessity, including royalty schedules. Wouldn't the separation of this stream allow anbody to use INTC's shipment numbers and WIND's I2O revenues to back out the per chip $ amount?

Thanks for your continued guidance as to the developments at WIND and in the embedded systems space overall.

Darryl
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