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

To: Mark Brophy who wrote (6167)	8/25/1999 1:38:00 AM
From: bythepark	Respond to of 10309

Mark, I thought that you & others would like to see that WIND's IR person, De Anna Mekwunye has answered a question I asked her today about WIND's equity position in LBRT. At today's closing price for LBRT, WIND has nearly doubled its money. I believe E-Sim Ltd (EIM) is another one of WIND's modest investments that seems to doing OK as well. --alan > Wind River Systems is an investor in Liberate. We initially invested $2M > to purchase 1.25 million Series E preferred shares in Liberate. Immediately > preceeding the IPO these were subject to a 6:1 reverse split and converted > into common stock - traded under the ticker LBRT. Therefore our 1.25 > million preferred shares were converted into 208,333 shares of LBRT common > stock. > > In Liberate's press release today, they did not list all of their > investors. For the most part they listed the names of investors who are in > the cable modem industry.

To: Mark Brophy who wrote (6167)	8/27/1999 1:41:00 AM
From: bythepark	Read Replies (2) \| Respond to of 10309

Mark, "Intel is expected to announce next week a new networking chip aimed at the booming communications market" As this thread's resident INTC expert, do you suppose the timing of this news item has anything to do with the push to merge the I20 NGIO standards as quickly as possible? <http://www.news.com/News/Item/0,4,40971,00.html?st.ne.fd.gif.f> And, what do you suppose the chances are of WIND's I20 being a part of all this ? > Intel's new chip--called the Internet Exchange Processor, or IXP > 1200--would serve as the nerve center for routers, switches, and other > communications hardware built by companies such as Cisco Systems and Nortel > Networks, industry sources said. > The company also will announce a new chip architecture that defines how > Intel will design future networking processors and describes how to write > software for the chips, the sources said. > <snip> > Sources said Intel's new IXP architecture is built from StrongARM > technology it obtained from Digital Equipment in 1997, as well as > technology from its recent $2.2 billion acquisition of Level One and $150 > million purchase of Softcom Microsystems. > "Digital, Softcom, and Level One are all deeply involved in this and are > key parts of the strategy," one source said. > The IXP chip features a StrongARM chip with six "microengines," or smaller > processors. Sources said the networking chip is an open, standardized > hardware design, allowing networking firms to customize it with their own > programming. > "They want to emulate the success they had with the PC industry and bring > it to the networking world," one source said. > The StrongARM chip has found a home in cell phones and handheld devices. > Putting it inside the IXP chip will give Intel a bigger opportunity to sell > the StrongARM technology. Softcom's technology processes packets of data > and makes the chip programmable, while Level One's technology is the > silicon that sends information over a medium, such as telephone wire.