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: carolyn walder who wrote (594)	2/28/1997 7:08:00 PM
From: F. Foos	of 10309

Hi Carolyn and All, Re: Wind River's conference call. I recently bought shares in Wind River; just in time for the market oscillations of the last couple weeks. I dialed in to the conference call today to find out what I'd gotten myself into. I agree with you; management sounded very upbeat. Judging from what I heard, they have a right to be. Some items that perked my ears: -In Q4, the number of developer seats grew by 30% to 8500 total. This is huge growth, for a 13 week period. Presumably the developers have projects that will lead to future run-time revenue growth. -Run-time license fees are becoming a greater portion of revenue. Revenue is growing and the proportion from run-time license fees is growing even faster. The management emphasized some wording of this sort: -a 20% increase in the proportion of revenue from run- time license fees. Somebody, with a financial background, could shed more light on this subject; my take is that the trend is up. -The CFO said that there had been no hockey stick in earnings for 4 or 5 quarters. -Wind River customers will begin shipping I2O products and run-time license fees will start to flow to WIND in mid-year 1997. -I heard a couple of comments related to enhanced microprocessor performance resulting from the I2O processor. Somebody on the management team, said that there was a 4 fold improvement in CPU utilization by using I2O. That's large! I2O systems look like they will scale beautifully, to solve those "bogged down" server problems on the net. This is not a complete summary of the call; only a few items that registered with me. My accuracy,is not quaranteed. In general, Wind River sounded great to me. They are executing their plan and their customer's are buying it. I'm confident that there is a big future for these guys. Frank

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