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 (9133)	1/31/2001 4:53:51 PM
From: James Connolly	Read Replies (1) of 10309

It is possible that some of the modest lily ponds are poorly understood and presented. I’m most concerned about Broadband Optical Switches and Network Processors in this regard. I agree. Intel's revenues in CY 2000 were almost $34 Billion. According to some of the market research by 2004 Network Processors will have total revenues of $1 Billion (WIND FY2005). Even if Intel had 100% market share of this $1 Billion market, I don't think this would represent a satisfactory growth opportunity or a satisfactory return on investment (ROI) for Intel. I can only conclude that the NP lily pond is larger than we currently estimate. I notice from the Intel web site that IOP's are now part of the IXA architecture. Perhaps some of the Server Appliance royalties actually belong in the NP pond. Intel Acquisitions and Mergers intel.com Regards JC.

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