SI
SI
discoversearch

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 : Wind River going up, up, up!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pat pasquale who wrote (5309)5/22/1999 11:44:00 AM
From: James Connolly  Read Replies (3) of 10309
 
Folks,

Another interesting point from the CC was the fact that one of the major PC/server makers is about ramp up I2O by about mid year. Hopefully if one ramps up then the rest will follow. I think one of Allen's posts mentioned June as a possible breakout point. Jerry Fiddler also made the point at the CC that "I2O tends to be over estimated in the short term but way under estimated in the long term".

Regards
JC.

PS. If I had to guess I would say the OEM is Dell.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News