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

To: Richard Habib who wrote (5742)	7/7/1999 9:38:00 AM
From: Peter Church	Respond to of 10309

Thanks Richard, Good Questions. I wasn't aware that VME was a dominant part of WIND's revenues. Isn't revenue fairly well distributed over a wide range of markets? A slide from Jerry's presentation shows the current revenue breakdown: sbt.corporate-ir.net I would think that the VME revenue is concentrated in the "mil-aero" segment, although the annual report mentions telecommunications also in that catagory. Mil-aero grew to 25% from 20% announced at last year's shareholders meeting and telecom looks stable. The company's strategic focus is on growing run-time revenues. So I expect the consumer, communications, and office automation sectors to grow faster and lead the company forward. Is there any reason you think that the company should not be able to do that?