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Technology Stocks : Wind River going up, up, up!
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To: Ramsey Su who wrote (50)5/6/1996 2:14:00 AM
From: Allen Benn   of 10309
 
Check my response to Akira Kuno for my latest thinking about WIND and Embedded Systems companies in general. Notice in particular that one of the two analysts that follow WIND has increased earnings estimates, and upped the growth rate to 45%. I expect estimates to continue to increase for WIND with ever-increasing appreciation for what will be happening in the mid-term.

You are right about Tornado, but selling hundreds of tool seats is great but that alone will not cause a revenue explosion. The real money will come when the products designed using VxWorks hit the street in production volumes. Often that can occur years after the initial tool sale.

Allen,
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