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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: the hube who wrote (16647)	3/1/2000 10:06:00 AM
From: hueyone	Read Replies (1) of 54805

WIND Thank you for your excellent report on WIND, John (post 16648). I carefully listened to the WIND conference call yesterday afternoon and I will briefly come out of lurk to share a few notes from the call. The conference call is available to replay as a web cast at videonewswire.com 1. WIND's new mission statement is to "Become the leading provider of reliable, innovative software solutions for connected smart devices." 2. Jerry Fiddler, the founder of Wind, sits on a think tank panel with some Lucent and Motorola guys. The panel expects there to be over one trillion connected smart devices in the future. (I don't know how soon this future will arrive.) 3. WIND and ISI combined for over 1000 design wins in the fourth quarter. Revenue per design win is increasing. (I do not not know whether this will give WIND the revenue and earning's growth that Uncle West is looking for. Stay tuned.) 4. WIND (and ISI?) spent more on R@D last year, 50 million, than their nearest competitor had in revenues. (Obviously they do not consider Microsoft as a competitor.) 5. The purchase of EST this week will allow WIND to integrate hardware solutions with software solutions, for example in the "Tornado for Managed Switches." These solutions will be higher margins than stand alone software solutions. 6. WIND will also sell tools allowing customers to build their own RTOS if they wish. WIND feels providing the tools for making OS will get WIND's foot in the door to provide total solutions to these customers at a later date. 7. WIND will also develop a Linux department to provide solutions incorporating Linux in those cases where a customer wants this solution. WIND feels however, that Linux based solutions will be appropriate for a much more limited market than their main products. 8. WIND expects more and more businesses to use WIND's total solution services rather than developing in house RTOS since "time to market" has become more and more critical for companies in this fast paced internet world. 9. WIND is moving towards a single "standard platform" in the next 12 to 18 months. Emphasis will be on reliability, scalability, adaptability and portability. (Please don't ask me to define.) 10. From the way the marketing director talks and names the products, I suspect he has RTFM. All for now. I don't want to take up too much bandwidth. Disclaimer: I am a newbie. I own a small amount of WIND. Regards, Huey

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