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

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To: Jim Privat who wrote (368)11/20/1996 8:12:00 PM
From: Jim Privat   of 10309
 
I listened in on the WIND conference call this morning. This is the first
time I've ever listened to one of these calls, and it was an interesting
experience. Having never heard one before, I really don't have any basis
for comparison, but from everything I heard, it was a very positive presentation,
with really no negatives that I could pick up on.

I did notice that they kind of answered my question of yesterday regarding
Compaq, Dell, HP, etc and I2O. Those names were all mentioned today by Ron
Abelmann as companies announcing support for I2O at Comdex. I took this to
mean that those companies would be using the i9609RP. (Somebody correct me if
my assumption is wrong here). Anyway, this confirms what Allen said in his
answer to me yesterday.

They mentioned that run-time license fees were continuing to increase
nicely, and that the real effects of I2O probably wouldn't be felt until
the middle of 97.

Allen was there asking questions. :)

Anyway, it was a good learning experience for me, and I continue to feel
comfortable owning this stock.

Jim
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