****WIND INDEX (1 - 400) Plus (2284 - 2413)****
Here is an updated index to the WIND thread (Posts 1 to 400). Each subject lists the most relevant post numbers. There is some overlap and redundancy in the catagories, so search around.
The posts from 300 to 400 cover the period of 3Q earning's release one year ago. See post 373 for Allen's analysis back then.
The posts under Fundamental Analysis are a good Introduction to WIND's business. The posts with a * are especially noteworthy, IMHO.
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Applications
101, 102, 103, 243, 244, 311, 346, 386, 2294, 2390
Automobiles
101, 311
Telephony
148, 189
TV, Set top boxes
225, 300
Debit Cards, Vending Machines
2389
Competition
20, 28, 29, 30, 31, 43, 51, 90, 91, 96, 101, 105, 114, 125, 128, 111, 116, 136, 186, , 218, 242, 318, 317, 338*, 342, 2284, 2336, 2338, 2340, 2337, 2344, 2379, 2388, 2382
MWAR
310, 338, 342,
INTS
318, 317, 338, 342, 347,
Definition of "Kernal"
2341
Radisys
186, 304, 314*
EID's
112, 124, 2308, 2346
I20
4, 22, 106, 107, 131, 206, , 249, 251, 336, 350, 367, 372, 2302
Software modems
2367, 2371
DEC
2320, 2354
HP
2358
Network Computer, NC
254, 257, 260, 263, 303, 301, 2386,
Tornado
88, 150
Java
80, 82, 84, 95
Unix vs NT
2366, 2368
Sun
2368
Microsoft
280, 281, 388, 389, 390, 391, 394, 396, 397, 398, 2394, 2398
RTOS Applications
54, 71, 74, 78, 88, 81, 85, 86, 89, 218
HP and Wind
2292, 2293,
Technical Journals
155, 165
Ubiquitous Computing
182, 218, 391,
Market Share
114, 149, 157, 159, 160, 161, 162, 164, 195, 196,
Poison Pill, Takeovers, Stock Splits
171, 138, 222
"Roll Your Own" vs Time to Market
112, 124, 125, 128, 2308
16 BIT vs 32 BIT Processors
124, 112
Hardware vs Software RTOS Solutions
113, 117
Technical Analysis and Stock Price Up (Down)
6, 12, 36, 43, 55, 56, 57, 61 70, 130, 135, 163, 201, 302, 2295, 2297, 2298, 2299, 2301, 2309, 2401
Macro-Economics and Asian Crisis
2301
Fundamental Analysis, Volatility, Ineffeciency, PE, Good Introduction to WIND
12, 13, 17, 43, 51, 57, 108, 109, 110, 112, 124, 113, 117, 114, 115, 135, 140, 149, 150, 155, 157, 163, 171, 187, 194, 268, 285, 2301, 2379
Intrinsic Value
316, 325*
Franchise, "Winner takes all", Competition
218, 245, 252, 261, 262, 268, 342,
Growth rate, margins
239, 315
Earnings, Projections
FY 1996: 14,18, 43, 58, forecasting-27, 205, 229, 233, 316, 366, 373, 386, 2378, 2401
Report on shareholders meeting
207
Run Time Royalties
58, 81, 208, 249, 372, 2378
H&Q, Institutional Holdings, Financial Press, Analyst Comments
51,74, 57, 115, 247, 276, 277, 350, 376, 384, 2289, 2293, 2374,
AEAC Meeting Notes
338, 2379, 2388, 2382,
Seasonality of Earnings
62, 100
Utility Theory of Money and Investing
138
Insider Sales
138
Stock Repurchase Program
2330, 2331, 2334, 2333, 2335
Workforce, Personnel
338, 382, 387, 2286, 2287, 2290, 2291, 2391, 2393,
Jerry Fiddler
279, 324, 338
Ron Abelmann
2413
Dave Wilner
338, 372
New Facility
2305, 2307
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