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: James Connolly who wrote (5940)	7/25/1999 12:17:00 PM
From: peter grossman	Read Replies (2) of 10309

Thanks for spotting this apparent customer. Do you think it is possible to guess potential run time royalties from whatever assumptions make most sense? From Terayon's last quarterly report, they shipped 58,000 cable modem systems. Also, they are "on track with development of (their) next generation DOCSIS cable modem system." So, my questions are: Is it your thought that VxWorks is in the shipping cable modem system? If so, all such systems? Can we guess a unit royalty? Can we then guess plausible projected royalty revenue stream scenarios for WIND? Can we do the same for other customers? -Peter

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