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Technology Stocks : Wind River going up, up, up!
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To: James Connolly who wrote (7731)5/5/2000 10:18:00 AM
From: Allen Benn  Read Replies (1) of 10309
 
It happened again with ArrowPoint.

Cisco buys WIND customer ArrowPoint for much of the world's money. ArrowPoint announced its first product in 1997, goes public with $9.5 million in sales in its first reported quarter, and gets bought by Cisco. That's called "time-to-exit" in Silicon Valley. Tornado for VxWorks is the proven vehicle to reduce time-to-exit, and obviously worked once again.

For years now, WIND marketing and sales people talk aggressively about why their tools minimize so-called time-to-market. This is time it takes to go from concept to actually selling a product in the market. Any reduction in this time boosts WIND's value-add in the eyes of business-minded managers. In today's competitive technology world, time-to-market is important.

If time-to-market is important, time-to-exit is absolutely critical. Any company that can go from startup to $5.7 billion in four-ish years adds to the testimony of the criticality of time-to-exit. ArrowPoint is one more of a long list of quick, profitable exiters, like Cerent. Even if Cisco didn't buy ArrowPoint, the company had already exited with an IOP--the other exit possibility. I guess we can say ArrowPoint did a double exit. Does mean that Tornado for VxWorks also is the fastest time-to-double-exit?

A couple of observations: (1) WIND should be investing in their startup customers, and (2) the Cisco conundrum we have been discussing continues unabated.

Surely the Street is weighing the obvious implications of the Cisco conundrum.

Allen
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