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

To: Don Lloyd who wrote (6537)	10/22/1999 11:07:00 AM
From: Snowshoe	Respond to of 10309

Live webcast of cc now in progress... corporate-ir.net;

To: Don Lloyd who wrote (6537)	10/23/1999 12:44:00 PM
From: Greg Jung	Read Replies (1) \| Respond to of 10309

OK evaluation, however consider the reason why WIND has commanded at least a 4x sales multiple whereas INTS does no better than 2x: Wind revenues can turn a profit. So if the ints revenues could be processed through WRS income sheet we get a bargain. I.E. consolidation. However the amount of hype regarding lack of talented employees, I suspect the number of engineers doesn't need to be increased dramatically to add customer. OTOH layoffs are hardly ever necessary, just slow down hiring and the head count can decrease. Since VxWorks is a more or less finished product the energy needed should be directed more to application works, spell that spin offs or new ventures populated by departing wrs engineers. JMOfwiw. Greg