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

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To: contax who wrote (6631)10/31/1999 1:20:00 AM
From: lkj  Read Replies (1) of 10309
 
Karim,

Speaking of Terayon, I might have had a chance to join it three years ago because a friend was there. While I had some knowledge of CDMA, I didn't think it was necessary for the wired market. Now I realize how little I knew. There are a lot of interference in the uplink spectrum of cable modem. CDMA provides good noise immunity. From what I could gather, Terayon seems to be growing very fast. But I don't know enough to put my money on it. From its SEC report, one could certainly draw the conclusion that the Canadians love it.

I hope for a good WRS earning as well. I think the big insiders buying can be considered a bullish indicator. But I think what will drive the stock will be the plans for the post mergered WRS/ISI. The latest CC revealed nothing. I hope to learn more in the quarterly CC.

Khan
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