Wind River going up, up, up! Message Board

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

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To: Allen Benn who wrote (2269)	10/20/1997 2:47:00 PM
From: Jason Cogan	of 10309

Allen: Just a couple of quick questions. I have been following QCOM since you made a compelling case for it in Dec. 96. I have been doing considerable research since then, and like you, I have started to believe that QCOM's flavor of CDMA spread technology is emerging as a valuable franchise. However, a couple of things concern me. 1. QCOM currently only commands royalties from their particular brand of CDMA spreading. While I believe that QCOM's experience as a networking software company, coupled with their existing relationships, gives them a valuable lead, I am still concerned about technology shifts in this arena. How likely is it that someone else will invent a better form of spread spectrum technology, promising even more bandwith utilization than QCOM's current standard? 2. Like you, I believe that WIND is in the best position to command a royalty stream from wireless, as the ultimate RTOS behind the DSPs running spread spectrum. If this is the case, why bother to take a sizeable position in QCOM at all? Regards, Jason Cogan

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