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

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To: Steve Reed who wrote (3308)6/23/1998 2:23:00 PM
From: James Connolly  Read Replies (2) of 10309
 
Steve,

"Wind River's pact with Intel Corp may have less resulting revenues than Wind River had hoped"

I could be wrong but it is my understanding that WIND's guidance to analysts has not included any contribution from I2O. There strategy is to wait for maybe two quarters worth of royalties before extrapolating future earnings from I2O. Given this I find the above statement a little strange.

Regards
JC.
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