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

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To: Mark Brophy who wrote (1218)6/6/1997 7:00:00 PM
From: Neil Kalton   of 10309
 
>>I've been informed that the unit price is $1.50 and Intel expects to sell 7m units annually, which is not a large increase for a company like Wind River with $70m annual revenues.<<

Mr. Brophy,
I believe it is 7 million units for the FIRST year with unit growth accelerating from there. It is not implausible to think that in 3-4 years Intel might sell at least 50 million units. With a license fee of $1.50 this would add $75 million in royalty payments for WIND on this one deal alone. For a company currently doing $74 million in revenues TOTAL the I20 deal is potentially huge. You have continuously displayed a lack of understanding of WIND's basic business model. Please research your facts before you decimate misinformation on this thread.

-nk
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