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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (1837)8/27/1997 12:17:00 AM
From: J. Kerner   of 10309
 
Allen,

Any idea why earnings growth is expected to slow over the next quarter (.16-.18 vs .13)? It appears that the Tornado user base has increased 44% to 13000 in just one quarter and some earlier design wins should start producing royalties soon. I2O has been talked about frequently, but I was wondering if you have any updated thoughts or information on any of the following opportunities you mentioned at the beginning of the year:

- Wireless RTOS: deal with Qualcomm, PCS rollouts,
- Automotive Sector: 1998 deisel vehicles, electronic transmissions, gasoline vehicle engine injectors, RTOS/LAN standards, etc.
- Military sector
- Telecom/Datacomm and Office Automation
- Medical Systems applications
- Voice Recognition
- NCOS
- Internet appliances

Also, do you think Integrated System's updated release of Prism will affect Tornado sales or pricing? Ron Abelmann didn't seem to be concerned at all when asked about Prism in the Q2 conference call.

Thanks for your time.
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