********************WIND INDEX (1 - 868) Plus (2284 - 26421)***************************
Here is an updated index to the WIND thread (Posts 1 to 868). Each subject lists the most relevant post
numbers. There is some overlap and redundancy in the catagories, so search around.
The posts under Fundamental Analysis are a good introduction to WIND's business. The posts with a * are especially noteworthy IMHO and posts with a TA refer to the techincal analysis thread.
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Quotes for the week:
''Wind River Systems far exceeded the requirements of the standard (ISO-9001) and has the finest system and environment for design that I have encountered in my experience as an auditor,'' said Lindsay Waddell, lead KEMA auditor. 1/8/98 Post #2639
"Fellow investors, this is not a correction. It is not even a bear market. This kind of carnage can only be described as an extreme market crash. The financial market for software companies has crashed. ...80% of all software company stocks in the H&Q universe are down roughly 40% or more! You are participating in an historical event that will be recalled and referenced henceforth.
...what should the prudent investor do? Fortunately the answer is very, very simple. Buy all the stock you can afford, starting now. Under no circumstance begin to doubt the economic soundness of WIND, or probably any other high-tech stocks you currently own. It is virtually certain that the price is down because of the market, not the company. View this market as a once-in-a-lifetime opportunity to buy a great growth company cheap.
...A warning to short sellers: ... WIND is hugely oversold and
could double in price tomorrow..." Allen Benn, 4/19/97 post #868 Wind at $19.
"...When it became clear early in 1997 that WIND was the dominant embedded RTOS company, the other RTOS companies became risky investments. In good times, they can bounce high off of deep lows, but they cannot be expected to sustain consistent high growth in WIND's shaddow. Mainstream-based technology markets will not allow another RTOS company seriously to challenge WIND - as long as WIND continues to execute adequately (not even perfectly)." A. Benn 12/22/97, Post #2566
"The embarrassing thing on this thread is that we have been dancing around the threat of Microsoft to embedded systems RTOS vendors. Not only is Microsoft not a threat to embedded systems vendors, it is now questionable how much longer Microsoft will even dominate the PC paradigm. I think I would put my money on Larry Ellison, where the bet is that Oracle becomes number one ISD within, say, five years." A. Benn Apr 7 1997 #806
Humor
864,
Applications
101, 102, 103, 243, 244, 311, 346, 386, 474, 834, 852*, 2294, 2390, 2575, 2594,
Automobiles
101, 311, 2580, 84TA, 834, 838, 845*, 846, 2629,
Telecommunications, Networking
148, 189, 455, 603, 607, 613, 644, 834, 2481, 2497, 2498, 2499, 2512, 2583, 2604, 84TA, 2615,
QCOM
746, 754, 777,
TV, Set top boxes
225, 300,834,
Debit Cards, Vending Machines
834, 2389
Competition
20, 28, 29, 30, 31, 43, 51, 90, 91, 96, 101, 105, 114, 125, 128, 111, 116, 136, 186, , 218, 242, 318, 317, 338*, 342, 611, 648, 650, 655, 656, 658, 661, 663, 664*, 667, 668, 670, 712, 748, 776, 778*, 2284, 2336, 2338, 2340, 2337, 2344, 2379, 2388, 2382, 2447,
MWAR
28, 31, 114, 225, 261, 300, 310, 338, 342, 418, 426, 453, 458, 687, 820, 842, 843*, 852, 2595,
INTS
318, 317, 338, 342, 347, 418,426, 592, 593, 2447, 687, 699, 717, 843*, 852, 2554, 2556, 2557, 2631, 2632, 2634,
Radisys
186, 304, 314*, 2526, 2529, 2535,
EID's
112, 124, 2308, 2346,
I20
4, 22, 106, 107, 131, 206, , 249, 251, 336, 350, 367, 372, 495, 496, 497, 641, 643, 645, 697, 811*, 813, 815, 817, 819, 821, 822, 832, 833, 2302, 2430, 2452, 2454, 2462, 2457, 2548, 2565, 2575, 2559, 2565, 2606, 2621, 2630,
Fire Wire
2459
ASIC
2432, 2447,
Definition of "Kernal"
2341
Software modems
2367, 2371
DEC
2320, 2354
HP
2292, 2293, 2358, 84TA,
Jet Send
2445, 2468, 2573, 2582,
Oracle
806, 808, 810, 812, 814, 816, 2637,
NC, Network Computer
254, 257, 260, 263, 303, 301, 447, 452, 460, 564, 590, 595, 596, 806, 818, 823, 826, 828, 829, 830, 831, 837, 841, 860, 2386, 2607, 2608, 2609, 84TA, 2633,
Design Wins
721
Military
2580, 2590,
Tornado
88, 150, 416
Pathfinder
2482
Product Pricing
2465, 2469, 2470, 2517
Java
80, 82, 84, 95, 759, 2544, 259, 829, 2596, 2605,
Unix vs NT
2366, 2368
Sun
2368, 541, 543, 755,2598, 2605,
Microsoft
280, 281, 388, 389, 390, 391, 394, 396, 397, 398, 425, , 445, 454, 455, 481, 488, 533, 538, 546, 744, 745, 748, 750, 753, 758, 759, 792, 806, 834*, 835, 846, 850, 853, 856, 861, 862, 865, 867, 2394, 2398, 2445, 2605, 2604,
Willows
670
RTOS Applications
54, 71, 74, 78, 88, 81, 85, 86, 89, 218,
What does Wind River Systems do?
508*, 512
AEAC Meeting, Trade Shows
338, 684, 687, 2379, 2388, 2382,
Technical Journals
155, 165
"Ubiquitous Computing"
182, 218, 391, 654, 806, 2603,
Market Share
114, 149, 157, 159, 160, 161, 162, 164, 195, 196,
Roll Your Own, Time to Market
112, 124, 125, 128, 2308
16 BIT vs 32 BIT Processors
124, 112
Hardware vs Software RTOS Solutions
113, 117
Technical Analysis and Stock Price Up (Down)
6, 12, 36, 43, 55, 56, 57, 61 70, 130, 135, 163, 201, 302, 420, 421, 422, 500, 503, 505, 506, 570 (Crash), 572, 611, 705, 719, 771*, 774, 783, 2295, 2297, 2298, 2299, 2301, 2309, 2401, 2519, 2520, 82TA, 868**.
Macro-Economics and Asian Crisis
2301, 2502, 2503, 2519*, 2637,
Fundamental Analysis, Volatility, Ineffeciency, PE, Good Introduction to WIND
12, 13, 17, 43, 51, 57, 108, 109, 110, 112, 124, 113, 117, 114, 115, 135, 140, 149, 150, 155, 157, 163, 171, 187, 194, 268, 285, 535, 554, 590, 712, 714, 742, 718, 746, 756*, 2301, 2379, 2438, 2448,
Intrinsic Value
316, 326*, 714, 737, 742, 743,
Franchise, "Winner takes all", Competition
218, 245, 252, 261, 262, 268, 342, 746, 795, 2566*,
Wind Bears (and Discussion)
429, 430, 437, 438, 439, 440, 2546, 2579,
Outlook for 1997, 1998
441, 2597, 2600, 2620*,
Growth rate, margins
239, 315, 2594, 84TA,
Earnings, Projections
FY 1996: 14,18, 43, 58, forecasting-27, 205, 229, 233, 316, 366, 373, 386, 666, 675, 2378, 2451, 2452, 2453, 2401, 2428, 2433, 2432 , 2564, 2602*,
Seasonality of Earnings
62, 100, 629,
Report on shareholders meeting
207
Conference Calls
597(4Q96), 601, 2442, 2443, 2444, 2445, 2446
Run Time Royalties
58, 81, 208, 249, 372, 608, 756*, 2378, 2452
Service Revenues
2447,
Hockey Stick
610,
H&Q, Institutional Holdings, Financial Press, Analyst Comments
51,74, 57, 115, 247, 276, 277, 350, 376, 384, 450, 476, 485, 510, 519, 642, 677, 678, 683, 690, 693, 694, 695, 724, 727, 732, 791*, 2289, 2293, 2374, 2438, 2471, 2596, 93TA,
Marketmaker Tricks
2614
Utility Theory of Money and Investing
138
Insider Sales
138, 440, 444,
Stock Repurchase Program
2330, 2331, 2334, 2333, 2335, 2569
Poison Pill, Takeovers, Stock Splits
171, 138, 222
WIND's investments in other companies
2487, 2550, 2577, 2578,
Workforce, Personnel
338, 382, 387, 412, 525, 537, 539, 781, 809, 2286, 2287, 2290, 2291, 2391, 2393,
Jerry Fiddler
279, 324, 338, 2457, 2462
Ron Abelmann
2413
Dave Wilner
338, 372
New Facility
2305, 2307
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