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

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To: David R. Lehenky who wrote (1301)6/12/1997 9:38:00 PM
From: Richard M. Smith   of 10309
 
Dave,

What do think about a Win95 I2O OSM driver? Think there
will be much of a market for one? Nobody (including MSFT)
seems to be doing one. Bit of head scratcher to me wny
Win95 is not being supported with a Microsoft OSM. Is
this a business opening maybe for a third-party?

In terms of I20 revenues in 1997, it looks like pretty slim
pickens. The press-release-to-shipping-product ratio seems
way, way to high to me. My take is the I2O dollars won't
start until 1998. I can change my mind if someone comes out
with a real live I2O controller board that people can
actually buy.

Richard
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