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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: Joe Smith who wrote (5601)	6/24/1999 2:12:00 PM
From: Joan R.Bassey	Respond to of 10309

Today's volume is heavy on a day when the market volume is light. Interest rates appear to be going up, uncertainty is high, according to the talking heads, and it is summer. Semi conductors and box makers are weak, so why would WRS go up today unless there was some unusually strong favorable news?

To: Joe Smith who wrote (5601)	6/24/1999 2:52:00 PM
From: Snowshoe	Read Replies (2) \| Respond to of 10309

>>The pricing is still basically the same. This is purely a marketing focus on getting the tools in the door without VxWorks.<< Joe, I disagree. Once the tools get in the door, the pricing is different. The main thrust is that Tornado tools can now be bought for life instead of on a per-project basis. Here's how I see the pros and cons: Pro: Existing Tornado clients who may have been holding out on T2 because of the pricing policy will now buy it, and potential new clients will now be more open to a marketing pitch from WIND's sales people. Con: WIND will not get automatic additional tool revenues for each new project started by an existing Tornado user. Im not sure how these will balance out in the short run. WIND has now lost some automatic new project revenue. But upgrades to T2 could be making up for it. And the sales staff now have a great new angle to get their foot in the door and pitch to potential new accounts. In the short run we could even have a revenue spurt. -Greg