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Technology Stocks : Wind River going up, up, up!
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To: James Connolly who wrote (7916)6/6/2000 9:29:00 PM
From: umbro  Read Replies (2) of 10309
 
JC, most big deals are "buy outs"; they don't pay by the unit. This can be good: money now vs. money later, and ya know lots of projects/products just never make prime time.

I know that some of the promise for WIND is the annuity idea of making money as their customers ramp production, but IMO the current run rate of 20% of sales/so is about as good as it'll get. After all, WIND has been at this for a while, so if the biz model were going to yield higher returns on royalties it should have done it already. Probably the current strategy of selling more "stuff" per design win is the better way to go.
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