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Technology Stocks : Wind River going up, up, up!
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To: Peter Church who wrote (9274)3/4/2001 4:07:55 AM
From: lkj   of 10309
 
Hi Peter,

I still have not heard of the CC in whole. We know that Intel has shipped record number of I/O processors, so IxWorks royalty should be making new high. We also know that while the new breed of telecom equipment makers are having a tough time, the sales for these gears were actually much much higher than a couple of quarters ago, so TMS must be generating very nice royalty income. I also think that home gateway is growing very fast, but most of the products out there probably are not WRS inside, but in a couple of quarter, I expect Tornado for Home Gateway (maybe it's called something else) will grow extremely well.

I am still worried that WRS didn't guide down the analysts far enough. I think that the macro economic condition will effect WRS more than the management expected. I hope that I am wrong. But I think there is a lot of inventory in telecom, IP gears, Servers, and last mile boxes to be worked off.

Khan
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