George Gilder - Forbes ASAP Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : George Gilder - Forbes ASAP

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JMD who wrote (1374)	4/29/1999 7:39:00 PM
From: the hube	Read Replies (2) of 5853

>>the only undervalued b/w investment I see out there right now is the satellite boys who will get a piece of this pie but certainly not the whole enchilada. OTOH, I'm happy to hear other views. I can certainly make a case for WIND being on the undervalued list, though probably hard to classify as a pure bandwidth play. More like "once we have all that bandwidth, what do we do with it." WIND is the initial reference platform for Cisco's networks platform (cable modems, etc) WIND is closely aligned with NCI (set op boxes, etc) WIND is the underlying platform for Flashpoint's Digita operating system (digital cameras) WIND is the operating system for Tadpole Technology's J-slate handhelds for the utility industry. WIND has a greater than 50% market share for Japanese in-car navigation systems. WIND is the reference system for HP's jetsend technology WIND, via i2o, is critical for NGIO and probably future io WIND is the operating system for Gtech's new lottery terminals WIND is NASA's operating system for various spacecraft WIND is the underlying operating system for much of the switches and routers making up the internet WIND's business model is that they charge a fee for their development platform, plus a royalty for each product sold that contains the operating system. Add up a small royalty on some percentage of the devices connected to the internet, and you can add up to large numbers. Last year (1/99) WIND had $129 million in revenue. (On their product revenue of $96 million, they had a 91% gross margin.) As the runtime royalties kick in, both the gross revenues and the gross margin (% and $) are expected to increase. WIND currently has a market cap of about $650 million and a PE of about 25.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next