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

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To: Pete Mimmack who wrote (8174)8/3/2000 7:19:00 PM
From: James Connolly   of 10309
 
FCC gives cautious thumbs-up to broadband market
news.cnet.com
"The number of cable modem subscribers jumped by 150 percent in 1999, while high-speed telephone line services shot up 380 percent last year"

Remember WIND is in 49/52 cable modem vendors and 47/52 xDSL modem vendors.

Russo outlines Cisco optical strategy
eet.com
"Cerent's ONS 15454 product, which provides Sonet links for the metropolitan market, "has lots of traction," Russo said. Arguably, it's been the most successful of Cisco's optical acquisitions".

Note: Cerent's (now Cisco's) 15454 product runs on WIND's TMS software. Russo was CEO of Cerent and is now Cisco's VP of optical networking.

Regards
JC.
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