********************WIND INDEX (1 - 1500) Plus (2284 - 3227)***************************
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. Posts with a * are especially noteworthy. Posts with a TA refer to the Technical Analysis thread.
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QUOTES:
"Konica's new multitasking architecture, built on the VX-Works platform from Wind River Technologies, provides exceptional performance, unmatched user feedback and control at a price point that can't be beat,'' commented Kevin Kern, vice president, digital system solutions and new product development for Konica. Post #3038
Mark,
Let me congratulate you on a perfectly acceptable critique of my bold claims about Microsoft's fallibility in the embedded systems space. .....I am certain that we all agree that this issue is the crux of the matter. If I am right, then WIND has an excellent chance of becoming the first truly great company of the new millenium; if I am wrong, then WIND may or may not be an OK investment, and in fact the stock may whither along the lines you indicated. If that should happen, then even a P/E of 30 might not justify owning the stock.
A. Benn #3074
RELATIONS WITH OTHER COMPANIES:
Adobe
1244, 1302, 1308,
Cadence
3200
DEC
2320, 2354, 2892,
HP
2292, 2293, 2358, 84TA, 2925, 2926, 2931, 2932, 2939, 2978*, 2982, 3163, 3164, 3165, 3168, 3179, 3180, 3181, 3184, 3199,
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, 1364, 2554, 2556, 2557, 2631, 2632, 2634, 2948, 2950, 2951, 2966, 2967, 2974, 2978, 2982, 2988*,
Konica
3038
LSI
197TA
Lucent
3212,
MWAR
28, 31, 114, 225, 261, 300, 310, 338, 342, 418, 426, 453, 458, 687, 820, 842, 843*, 852, 1024, 1315, 1321, 1347, 1449, 2595, 2658, 2697, 2715, 2810*, 2914, 2916, 2930, 2933, 3095,
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, 2883, 2930, 2937, 2938*, 2963, 2970, 2974, 2977, 2978*, 2981, 2982, 2983*, 2988*, 2989, 2992, 2995, 2996, 2997, 3005, 3008, 3009, 3013, 3018, 3019, 3021*,3024*, 3040, 3044, 3054, 3062, 3093, 3105, 3162, 3188, 3202*,
Oracle
806, 808, 810, 812, 814, 816, 1339, 1350, 1382, 2637,
QCOM
746, 754, 777, 2893, 3075,
Radisys
186, 304, 314*, 1138, 1153, 1180, 2526, 2529, 2535, 2959, 2965,
Spyglass
1403,
Sun
2368, 541, 543, 755, 994, 2598, 2605,
APPLICATIONS AND TECHNOLOGY DEVELOPMENTS
ASIC
2432, 2447,
Automobiles
101, 311, 2580, 84TA, 834, 838, 845*, 846, 911, 1028, 1030, 1047, 2629, 3135, 3077,
Cameras
3030, 3031, 3079,
Debit Cards, Vending Machines
834, 2389
EID's
112, 124, 870, 1134, 1373, 1376, 1389*, 1395, 1401, 2308, 2346, 2769,
Embedded Servelets
3177,
Fire Wire
2459
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, 1307, 1313, 1314*, 1317, 1319, 1325, 1331, 1399, 2302, 2430, 2452, 2454, 2462, 2457, 2548, 2565, 2575, 2559, 2565, 2606, 2621, 2630, 2770, 2778, 2913, 3004, 3111, 3145, 3195,
Java
80, 82, 84, 95, 759, 2544, 259, 829, 993, 999, 1339, 1347, 1348, 1363, 2596, 2605, 2645, 2915, 3175,
Jet Send
2445, 2468, 2573, 2582, 3185,
Liability and Legal Issues
3066, 3069, 3091,
MEMS
2884,
Military
1409, 2580, 2590,
Misc. Applications
101, 102, 103, 243, 244, 311, 346, 386, 474, 834, 852*, 2294, 2390, 2575, 2594,
NASA
3176,
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, 1328, 1412, 2386, 2607, 2608, 2609, 84TA, 2633, 2661*, 2683*, 114TA, 2838*, 2880, 2883, 2998, 3028, 3050, 3051, 3192, 3194,
Pathfinder
1148, 1422, 1443, 1460, 2482
RTOS Applications
54, 71, 74, 78, 88, 81, 85, 86, 89, 218,
Sensors
1451, 1458, 2884, 2896, 3081, 3166,
Tornado
88, 150, 416, 878, 886, 3170,
Software and cable modems
2367, 2371, 3084, 3085, 3171,
Smart Cards
998,
Telecommunications, Networking
148, 189, 455, 603, 607, 613, 644, 834, 1285*, 2481, 2497, 2498, 2499, 2512, 2583, 2604, 84TA, 2615, 2715, 114TA,
TV, Set top boxes, Cable modems
225, 300,834, 1206, 1263, 2649, 2650, 2671, 2715, 1278, 1285*, 1288, 1329, 2871, 2916, 2880, 3136,
Unix vs NT
2366, 2368
Willows
670
WindView
2956
WindLinks
2960
Wind Web
3182,
GENERAL DISCUSSION
"Evolution of the Internet"
2900, 2901, 2902,
History and Future of Computing
1493, 3056, 3093, 3097, 3098, 3099, 3100, 3117, 3113, 3137, 3187,
16 BIT vs 32 BIT Processors
124, 112
Definition of "Kernal"
2341
Design Wins
721, 2879,
What does Wind River Systems do?
508*, 512
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Technical Journals
155, 165, 1133,
"Ubiquitous Computing"
182, 218, 391, 654, 806, 1428, 2603,
Y2K,
199TA, 3146, 3154, 3155, 3156, 3158,
MARKET ISSUES
AEAC Meeting, Trade Shows, Developer's Conference
338, 684, 687, 2379, 2388, 2382, 3090,
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, 2964, 2974*,
Franchise, "Winner takes all", Competition, Barriers to Entry
218, 245, 252, 261, 262, 268, 342, 746, 795, 1134, 1182, 2566*, 3172, 3074, 3076, 3093, 3094, 3104,
Market Share
114, 149, 157, 159, 160, 161, 162, 164, 195, 196,
Product Pricing
2465, 2469, 2470, 2517, 3076*,
Roll Your Own, Time to Market
112, 124, 125, 128, 1490, 2308
Hardware vs Software RTOS Solutions
113, 117, 1474,
STOCK PRICE, ANALYSIS AND DISCUSSION
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, 156TA, 170TA,
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, 1316*, 1318, 1332, 1377, 1383, 1385, 1386, 2129*, 2546, 2579, 2648, 2652, 2653, 2654, 2754, 2759, 130TA, 2864, 2873, 3215*,
Short Sales Short Interest
203TA, 1406,
Gorilla Stocks
3082, 3083, 3085, 3104,
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*, 1321, 2301, 2379, 2438, 2448, 2471*, 2661*, 2485, 2877, 3070*,3104*,
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, 2884,
Outlook for 1997, 1998-2000
441, 2597, 2600, 2620*, 2690, 2879*, 3070,
Growth rate, margins
239, 315, 2594, 84TA, 1184,
Run Time Royalties
58, 81, 208, 249, 372, 608, 756*, 2378, 2452, 2699, 2700*
Service Revenues
2447,
Hockey Stick
610,
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, 1314, 1317, 378, 2451, 2452, 2453, 2401, 2428, 2433, 2432 , 2564, 2602*, 2802, 2834, 2842, 212TA*, 3216,
Seasonality of Earnings
62, 100, 629, 3149,
Report on shareholders meeting
207
Conference Calls
597(4Q96), 601, 1116, 2442, 2443, 2444, 2445, 2446, 2808, 2809, 2834, 3219, 3218,
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, 1204, 1327, 1349, 1364, 1367, 1414, 1430, 1459, 1460, 2289, 2293, 2374, 2438, 2471, 93TA, 2656, 2994, 3039, 3053, 3193, 3197,
Marketmaker Tricks
2614
Utility Theory of Money and Investing
138
MANAGEMENT
Stock Repurchase Program
2330, 2331, 2334, 2333, 2335, 2569
Insider Sales
138, 440, 444,
Poison Pill, Takeovers, Stock Splits
171, 138, 222
WIND's investments in other companies, Partnerships
2487, 2550, 2577, 2578, 2836, 2855, 2861, 2862, 2870, 2876,
Workforce, Personnel, Job Listings
338, 382, 387, 412, 525, 537, 539, 781, 809, 1195, 1303, 1304, 1305, 1310*, 1311, 2286, 2287, 2290, 2291, 2391, 2393, 3121,
Management Quality
1118, 1125, 1126,
Jerry Fiddler
279, 324, 338, 930, 932, 989, 991, 1427, 1475, 2457, 2462
Ron Abelmann
991, 2413
Dave Wilner
338, 372
John Fogelin
2957, 3045,
New Facility
2305, 2307
Humor
864, 898,
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