********************WIND INDEX (1 - 1300) Plus (2284 - 2864)***************************
Here is an updated index to the WIND thread. Each subject lists the most relevant post numbers. There is some overlap in the categories, so search around.
The posts under Fundamental Analysis are a good introduction to WIND's business. The posts with a * are especially noteworthy and posts with a TA refer to the Technical Analysis thread.
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Quotes for the day:
"We remain pretty ebullient about the prospects of our market and our growth in it.
....The embedded applications that we built our strength from, and that the market continues to grow in, are applications that require hard real time microsecond type of latencies and very small footprints. CE clearly isn't there.... CE is between hand held and PC's. Windows is a Microsoft view of the world. Most of the people we talk to aren't looking for that kind of view of the world." Ron Abelmann 2/27/98 Conference Call
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Humor
864, 898,
Applications
101, 102, 103, 243, 244, 311, 346, 386, 474, 834, 852*, 2294, 2390, 2575, 2594,
Automobiles
101, 311, 2580, 84TA, 834, 838, 845*, 846, 911, 1028, 1030, 1047, 2629,
Telecommunications, Networking
148, 189, 455, 603, 607, 613, 644, 834, 1285*, 2481, 2497, 2498, 2499, 2512, 2583, 2604, 84TA, 2615, 2715, 114TA,
QCOM
746, 754, 777,
TV, Set top boxes, Cable modems
225, 300,834, 1206, 1263, 2649, 2650, 2671, 2715, 1278, 1285*, 1288,
Debit Cards, Vending Machines
834, 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, 611, 648, 650, 655, 656, 658, 661, 663, 664*, 667, 668, 670, 712, 748, 776, 778*, 1187, 1204, 2284, 2336, 2338, 2340, 2337, 2344, 2379, 2388, 2382, 2447, 2647,
MWAR
28, 31, 114, 225, 261, 300, 310, 338, 342, 418, 426, 453, 458, 687, 820, 842, 843*, 852, 1024, 2595, 2658, 2697, 2715,
INTS
318, 317, 338, 342, 347, 418,426, 592, 593, 2447, 687, 699, 717, 843*, 852, 1024, 1040, 1042, 1050, 1192, 1195, 1200, 1201, 1225, 2554, 2556, 2557, 2631, 2632, 2634,
Radisys
186, 304, 314*, 1138, 1153, 1180, 2526, 2529, 2535,
EID's
112, 124, 870, 1134, 2308, 2346, 2769,
I20
4, 22, 106, 107, 131, 206, , 249, 251, 336, 350, 367, 372, 495, 496, 497, 641, 643, 645, 697, 811*, 813, 815, 817, 819, 821, 822, 832, 833, 869, 870, 873*, 909, 910, 958, 961, 1055*, 1056, 1057*, 1061, 1062, 1063, 1065, 1103*, 1133*, 1162, 1206, 1224, 1236, 1237, 1238, 1277, 1279, 1280, 1282, 2302, 2430, 2452, 2454, 2462, 2457, 2548, 2565, 2575, 2559, 2565, 2606, 2621, 2630, 2770, 2778,
Fire Wire
2459
ASIC
2432, 2447,
Definition of "Kernal"
2341
Software modems
2367, 2371
DEC
2320, 2354
HP
2292, 2293, 2358, 84TA,
Jet Send
2445, 2468, 2573, 2582,
Oracle
806, 808, 810, 812, 814, 816, 2637,
NCI, Network Computer, Navio, Wind's browser
254, 257, 260, 263, 303, 301, 447, 452, 460, 564, 590, 595, 596, 806, 818, 823, 826, 828, 829, 830, 831, 837, 841, 860, 994, 1083, 1098, 1208, 2386, 2607, 2608, 2609, 84TA, 2633, 2661*, 2683*, 114TA, 2838*,
Design Wins
721
Military
2580, 2590,
Tornado
88, 150, 416, 878, 886,
Pathfinder
1148, 2482
Product Pricing
2465, 2469, 2470, 2517
Java
80, 82, 84, 95, 759, 2544, 259, 829, 993, 999, 2596, 2605, 2645,
Unix vs NT
2366, 2368
Sun
2368, 541, 543, 755, 994, 2598, 2605,
Microsoft
280, 281, 388, 389, 390, 391, 394, 396, 397, 398, 425, , 445, 454, 455, 481, 488, 533, 538, 546, 744, 745, 748, 750, 753, 758, 759, 792, 806, 834*, 835, 846, 850, 853, 856, 861, 862, 865, 867, 884, 890, 900, 902, 972, 973*, 974, 975, 976, 983, 987*, 988, 989, 991, 1002, 1136, 1253, 1263, 2394, 2398, 2445, 2605, 2604, 2771, 2813, 2814, 2816, 2817, 2818, 2821,
Willows
670
RTOS Applications
54, 71, 74, 78, 88, 81, 85, 86, 89, 218,
Adobe
1244,
Smart Cards
998,
What does Wind River Systems do?
508*, 512
exchange2000.com
AEAC Meeting, Trade Shows
338, 684, 687, 2379, 2388, 2382,
Technical Journals
155, 165, 1133,
"Ubiquitous Computing"
182, 218, 391, 654, 806, 2603,
Market Share
114, 149, 157, 159, 160, 161, 162, 164, 195, 196,
Roll Your Own, 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, 420, 421, 422, 500, 503, 505, 506, 570 (Crash), 572, 611, 705, 719, 771*, 774, 783, 933**, 935, 936, 940, 946**, 948, 951*, 956, 959, 962, 977, 978, 980, 984, 2295, 2297, 2298, 2299, 2301, 2309, 2401, 2519, 2520, 82TA, 2661*, 2772,
Wind Bears (and Discussion)
429, 430, 437, 438, 439, 440, 880, 882*, 883, 888*, 893, 895, 896, 901, 903, 904, 905, 906, 911, 915, 918, 919, 921, 922, 923, 924, 927, 928, 937, 941*, 962*, 969, 980, 1109, 1114, 1130, 1149, 1158, 1162, 1164*, 1172, 1173, 1188, 1196, 1218, 1223, 1224, 1234, 1254, 1284, 2129*, 2546, 2579, 2648, 2652, 2653, 2654, 2754, 2759, 130TA, 2864,
Macro-Economics and Asian Crisis, International Markets
1054, 2301, 2502, 2503, 2519*, 2637, 1259,
Fundamental Analysis, Volatility, Inefficiency, 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, 946*, 953, 991*, 2301, 2379, 2438, 2448, 2471*, 2661*, 2485,
Intrinsic Value, Allen Benn's Investment Philosophy
316, 326*, 714, 737, 742, 743, 923, 992, 1000, 1051*, 1068, 1109, 1118, 1130, 1159, 1162, 1185, 1244, 1270, 1271, 1287, 1291,
Franchise, "Winner takes all", Competition
218, 245, 252, 261, 262, 268, 342, 746, 795, 1134, 1182, 2566*,
Outlook for 1997, 1998
441, 2597, 2600, 2620*, 2690,
Growth rate, margins
239, 315, 2594, 84TA, 1184,
Earnings, Projections
FY 1996: 14,18, 43, 58, forecasting-27, 205, 229, 233, 316, 366, 373, 386, 666, 675, 1016, 1023, 1072, 1093 (1Q98), 1099, 1100, 1101, 1103*, 1104, 1152, 1162, 1230, 2378, 2451, 2452, 2453, 2401, 2428, 2433, 2432 , 2564, 2602*, 2802, 2834, 2842,
Seasonality of Earnings
62, 100, 629,
Report on shareholders meeting
207
Conference Calls
597(4Q96), 601, 1116, 2442, 2443, 2444, 2445, 2446, 2808, 2809, 2834,
Run Time Royalties
58, 81, 208, 249, 372, 608, 756*, 2378, 2452, 2699, 2700*
Service Revenues
2447,
Hockey Stick
610,
H&Q, Institutional Holdings, Financial Press, Analyst Comments
51,74, 57, 115, 247, 276, 277, 350, 376, 384, 450, 476, 485, 510, 519, 642, 677, 678, 683, 690, 693, 694, 695, 724, 727, 732, 791*, 946*, 1009, 1023, 1025, 1027, 1043, 1128, 2289, 2293, 2374, 2438, 2471, 93TA, 2656,
Marketmaker Tricks
2614
Utility Theory of Money and Investing
138
Insider Sales
138, 440, 444,
Stock Repurchase Program
2330, 2331, 2334, 2333, 2335, 2569
Poison Pill, Takeovers, Stock Splits
171, 138, 222
WIND's investments in other companies
2487, 2550, 2577, 2578, 2836, 2855, 2861, 2862,
Workforce, Personnel,
338, 382, 387, 412, 525, 537, 539, 781, 809, 1195, 2286, 2287, 2290, 2291, 2391, 2393,
Management Quality
1118, 1125, 1126,
Jerry Fiddler
279, 324, 338, 930, 932, 989, 991, 2457, 2462
Ron Abelmann
991, 2413
Dave Wilner
338, 372
New Facility
2305, 2307
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