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 started this subject	1/9/2001 2:00:34 AM
From: Brian Lempel	Read Replies (4) of 10309

I'm trying to get a better handle on the IP phone lily pond. It is very difficult to obtain estimates on what kind of unit growth there will be. The space is dominated by business and institutional adoption for the timeframe the lily pond site addresses. The unit volumes look fairly realistic. However, I have trouble justifying the higher royalty rates for a next generation device with more functionality. Keep in mind that this is a basic communication device that will in almost all cases be planted on a desk next to a fully functional, LAN-connected desktop PC. Where will this added functionality come from? Also, what are the market share estimates based on? TI claims an 80% market share: telogy.com Thanks, Brian

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