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: Stephen M. Neal who wrote (16)	3/1/1996 1:25:00 PM
From: Allen Benn	of 10309

The analyst conference call this morning was glowing. In particular, the I2O development with Intel was much discussed and looks fantastic. Microsoft apparently will be jumping all over I2O to make its NT servers capable of handling high levels of I/O. I am sure they love the notion of mainframe level performance when competing against Unix servers. Also, Novell will have to quickly implement I2O in an attempt to stay competitive. The big money this year will come from Intel essentially boxing PC peripheral makers into buying WRS tools. Later, what they produce will all generate royalites to WRS. Probably next year or so, desktop computers will begin sporting I2O, ultimately on the motherboard.

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