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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (7677)4/24/2000 1:41:00 AM
From: Snowshoe  Read Replies (2) of 10309
 
>>Your conclusion that I2O royalties alone more than justifies WIND's market cap appears valid, as strange as it seems.<<

Allen, I'm skeptical. This kind of pie-in-the-sky projection just sounds too good to be true.

WIND management has never revealed the exact language of the I2O contract with Intel. We know that WIND gets roughly $1.25 per I2O unit now, but will this hold up as Intel ramps production into the (hopefully) many millions?

If I2O does becomes very successful, I can envision a situation where Intel drives down the unit price to promote adoption and thwart competition. If so, I expect WIND would have to share in the price-cutting.
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