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

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To: capt rocky 1 who wrote (9264)3/2/2001 9:03:58 PM
From: unclewest   of 10309
 
Rocky,
i really have enjoyed the lily pond metaphors on this thread. the licensing revenue over the past coupla years has kept the boat afloat...now the big kick is the royalty stream. this stream is going to grow...too many huge design wins continue to be announced for it not to. too many past design wins just coming to market.

with royalty revenue up 39% sequentially, it is clear to me that wind is in a large tornado. that is what i expected.

i have bought this stock all over the place...and never sold a share...never traded a share...very unusual for me.
all of the big expenses needed to gain literally 1000s of design wins were to bring wind to this position...design win to market is a lengthy process...now wind is showing the results of previous effort and expense. 39% sequentially is awesome.

i was happy to hear about the continuing investment in future products....wind is going after more market share. a gorilla tactic.

with the current explosion in the embedded market...i am looking forward to a long long hold.

wind reminds me of softie in the early days...right down to the big deal just announced with intc.
biz.yahoo.com
unclewest
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