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 (2620)	1/18/1998 12:30:00 PM
From: peter grossman	Read Replies (1) of 10309

Greatly appreciate all your posts. Wonder if you'll share your thoughts regarding WIND's chances for new blockbuster I2O type deals now versus a year ago, particularly in light of recent developments? It appears that EID has major, major potential, bolstered by the Jetsend and Navio announcements. Perhaps the UI purchase resurrects the NC as a good possibility. Does it make sense to assign probabilities or to quantify potential royalty impact of various blockbuster categories; for instance, cable modems, I2O to the desktop, set top boxes, cell phones, handheld communications devices of various types, etc? Recently, TCI announced a deal (or intention?) to use MSFT CE for 5 million set top boxes. Also, Nortel announced a deal (or intention?) to use OS9 for handheld devices (phones?). Do these developments represent a pothole in WIND's road to market dominance? Is the Nortel announcement Microware's (1/12th WIND's market cap, 1/6th the revenues) I2O? TIA

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