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Technology Stocks : Wind River going up, up, up!
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To: Bobby Sharma who wrote (2)2/23/1996 10:42:00 PM
From: Allen Benn   of 10309
 
To some extent you are probably right, the stock has moved from 24 to 36 recently on only this news and, of course, the upcoming quarterly statement.

However, do you really believe the I2O news is worth only 10 - 12 points? I suspect the market hasn't begun to appreciate the value of this deal. Just the exposure development companies will get to Tornado, distributed on a CD-ROM with each I2O board being sent out for evaluation, should cause a large surge in product revenues.

If the world begins to shift to I2O toward the end of this year, how many I2O implementations will there be next year, and year after next? I would think run-time licenses to WIND would quickly get into the millions of dollars, all going directly to the bottom line.

I will be interested in your analysis of possibilities.
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