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Technology Stocks : Wind River going up, up, up!
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To: Brian Lempel who wrote (9052)1/9/2001 2:36:44 AM
From: lkj   of 10309
 
Hi Brian,

Cisco recently bought a company called Komodo for $200 million, which made an IP phone. To my knowledge, Komodo's IP phone uses a royalty-free operating system, which shows that there is not much pricing power for WRS in this market. I would argue that for the pure-voice IP phone market, WRS does not provide enough value for manufactures to pay it royalty. On the other hand, a multi-functional device could have IP phone as one of its many functions. On this device, WRS would be much more valuable, because 1) the unit price on this device is higher, and 2) the additional functionality require a lot more development and integration.

Regards,

Khan
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