Wind River going up, up, up! Message Board

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

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To: Allen Benn who wrote (326)	11/1/1996 4:55:00 PM
From: Jim Privat	of 10309

Allen, very interesting post regarding WIND's intrinsic value. There's a lot here for a fledgling investor like myself, both on WIND-related topics, and just general investing knowledge. I have a question regarding something you said in the post (actually, I probably have many questions, but this is the only one I'm able to form at the moment!). You say you base your revenue projections for WIND on 32-bit MCU growth rates. You also say that for MWAR, near-term, "there is no guarantee whatsoever that product licenses will expand". Why is it that you feel that WIND will get to ride on the back of the MCU growth rates, while MWAR may not be able to? Is it just that WIND is more focused on the 32-bit MCU part of the embedded world than MWAR? Or is it that you feel that WIND's products are just that much more strategically positioned to take advantage of the MCU growth . . . meaning that WIND is just a better bet to ride the tide than MWAR? In an emerging, high-growth market, it seems like there would be room for more than one company to be lifted up with the tide, so I'm just unsure why you feel that may not apply here (or at least not to MWAR). Regards, Jim

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