Wind River going up, up, up! Message Board

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

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To: Allen Benn who wrote (8629)	10/13/2000 2:59:58 PM
From: James Connolly	Read Replies (2) of 10309

Allen, Just one comment about the Lily ponds. If I am reading your post correctly then to be included in a forecast model, a Lily pond should have significant royalties already. "The ideal time to identify a lily pond for inclusion in a forecasting model is precisely when royalties first become significant but not gigantic" When I look down the list of 11 ponds, 3 stand out as not having particularly significant royalties (at least to me). 1. Wireless Hand-held Internet Devices. 2. Consumer Internet Appliances. 3. IP Phones. The 3 ponds mentioned above tend to be in the consumer space and are therefore potentially enormous. Even if these ponds do have some royalties now, when you compare them to the potential royalties it must make current royalties look like zero. How are we to deal with such ponds ? It would be a shame to leave them out ! Regards JC.

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