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

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To: J. Kerner who wrote (2443)11/21/1997 12:47:00 AM
From: quelicious1 Recommendation  Read Replies (2) of 10309
 
CONFERENCE CALL (additional info)

I just wanted to add a couple of points as well.

- the breakdown of WIND's business is currently:
telecom 25-35%
office automation 20-25%
military/aerospace 25%
industrial 15-18%
consumer 5%

- Tornado has about 70-80 man yrs built into it to date

- An addition to Sr. Management might in the form of a VP of Customer Services. In understanding that WIND is "delivering time to market", WIND has recognized a potential business line in being able to consult with even small companies that need help with their methodology. (ie, Professional Services. Sorry if vague, maybe someone can better explain this)

- Tornado has over 18,000 users and 140 development partners.

- WIND is continuing to gain market share.

- HP's Jetsend initiative is bigger than advertised, and WIND is very involved.

just glad to be along for the ride.
DT
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