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


To: Peter Church who wrote (6556)10/23/1999 10:21:00 AM
From: Peter Church  Respond to of 10309
 
***************WIND INDEX (1 - 6555)***************************

In honor of the WIND/INTS merger, I am republishing this index ahead of schedule. Normally, it should be updated quarterly. Thanks to all of you who have encouraged me on this project!

Here is an updated index to the WIND RIVER GOING UP, UP, UP thread. Each subject lists the most relevant post numbers. There is some overlap in the categories, so search around.

Posts with a * are especially noteworthy. Posts with a TA refer to the Technical Analysis thread.

You can get to the post you want by typing the post number in the Reply # box (above and right).

Some reference dates for posts:

100...... ....6/6/96
200 ....... ..7/29/96
400 ......... 12/26/96
600 ....... ..4/28/97
800 ...... ...4/6/97
1000...... ..4/26/97
1200...... ..6/4/97
1400...... .6/26/97
1600 ...... .7/23/97
1800...... . 8/21/97
2000 ...... 9/11/97
2100 ...... 9/21/97
2200 ...... 10/6/97
2300 ...... 10/27/97
2400 ...... 11/17/97
2500 ...... 12/11/97
2800...... 2/26/98
3000...... 4/4/98
3200 ...... 5/22/98
3400...... 7/15/98
3600 ...... 10/4/98
3800 ...... 1/8/99
3900.......1/22/99
4000.......1/23/99
4100.......1/25/99
4200.......2/1/99
4300.......2/18/99
4400.......3/1/99
4500.......3/26/99
4600.......4/5/99
4700.......4/7/99
4800.......4/8/99
4900.......4/16/99
5000.......4/23/99
5100.......4/30/99
5200.......5/17/99
5300.......5/21/99
5400.......6/7/99
5500.......6/16/99
5600.......6/24/99
5700.......7/4/99
5800.......7/8/99
5900.......7/17/99
6000.......8/4/99

***********************************************************************************

Interesting Quote:

``I think it's a huge win for both organizations. It's a situation where one and one equals
three," Matt Belkin, an analyst with Hambrecht & Quist
***********************************************************************************

Relations with other companies:

Allayer
6502

Adaptec
2201,

Adobe
1244, 1302, 1308,

Agranat Systems
6371,

Aisys
6221,

AOL
4845, 4860, 5164, 5567,

Apple
5456, 5613,

Black and Decker
5456,

Cable and Wireless
5837,

Cadence
3200

Cerent
6194, 6204,

Cisco
1833, 3691, 3696, 4944, 5872, 6320*,

Cygnus
4421, 4422, 4423,

DEC
1643, 1652, 2320, 2354, 2892,

Destiny
5841,

Dolby
5198,

Espial
6319,

Fujitsu
5945,

HP
2292, 2293, 2358, 84TA, 2925, 2926, 2931, 2932, 2939, 2978*, 2982, 3163, 3164, 3165, 3168, 3179, 3180, 3181, 3184, 3199, 3670, 3707, 3827*, 4395, 5203, 6369,

Hughs
5567,

IBM
5957, 6213, 6220, 6479,

INTC
1501*, 1849, 3826*, 3827, 4995, 5119, 5120, 5788, 6320*, 6332*, 6393, 6407, 6479,

INTS
318, 317, 338, 342, 347, 418,426, 592, 593, 2447, 687, 699, 717, 843*, 852, 1024, 1040, 1042, 1050, 1192, 1195, 1200, 1201, 1225, 1364, 1855, 1945, 2071, 2116, 2554, 2556, 2557, 2631, 2632, 2634, 2948, 2950, 2951, 2966, 2967*, 2974, 2978, 2982, 2988*, 3293,
exchange2000.com, 3575,
4502, 5340, 5479, 5492, 5897, 6251,

WIND and INTS merger
6530, 6536, 6537, 6540, 6541, 6548, 6550, 6551, 6555, 6556

Konica
3038, 3263,

Level One
6224, 6298,

Liberate Technologies
5221, 5225, 5231*, 5258*, 5259, 5345, 5346, 5347, 5460, 5567, 5610, 5633, 6197, 6475,

Linux
5994*, 5995, 5998*, 6004, 6101, 6444, 6445, 6446,

Log Point
5100

LSI
197TA, 4406, 4440, 4445, 4446, 4447, 4449,

Lucent
3212,

Lumos
5468,

MAC UC
5470,

Microsoft
280, 281, 388, 389, 390, 391, 394, 396, 397, 398, 425, , 445, 454, 455, 481, 488, 533, 538, 546, 744, 745, 748, 750, 753, 758, 759, 792, 806, 834*, 835, 846, 850, 853, 856, 861, 862, 865, 867, 884, 890, 900, 902, 972, 973*, 974, 975, 976, 983, 987*, 988, 989, 991, 1002, 1136, 1253, 1263, 2178*, 2179, 2191, 2195, 2394, 2398, 2445, 2605, 2604, 2771, 2813, 2814, 2816, 2817, 2818, 2821, 2883, 2930, 2937, 2938*, 2963, 2970, 2974, 2977, 2978*, 2981, 2982, 2983*, 2988*, 2989, 2992, 2995, 2996, 2997, 3005, 3008, 3009, 3013, 3018, 3019, 3021*,3024*, 3040, 3044, 3054, 3062, 3093, 3105, 3162, 3188, 3202*, 3230, 3240, 3244*, 3247, 3261, 3338, 3395, 3518, 3649, 3698, 3823*, 4314, 4388, 4476, 4501, 4547, 4548, 4552, 4557, 4562, 4564, 4565, 4578**, 4595*, 5128, 5132, 5136*, 5138*, 5140*, 5142, 5150, 5153*, 5154, 6290, 6493,

WinCE
5066, 5067, 5971, 5274, 5397, 5401, 5423, 5458*, 5799, 6290, 6450,

WIndows NT Embedded
6001, 6002, 6005,

CE vs.Vx
5844, 5847, 5848, 5849, 6290,

Microware
28, 31, 114, 225, 261, 300, 310, 338, 342, 418, 426, 453, 458, 687, 820, 842, 843*, 852, 1024, 1315, 1321, 1347, 1449, 1855, 2281, 2595, 2658, 2697, 2715, 2810*, 2914, 2916, 2930, 2933, 3095, 3527, 3780, 6129*,

MMC Networks
5669,

National Semiconductor
5885, 5887,

Motorola
3675, 6085, 6092,

Nortel
3287, 3290,

Novell
116, 4433,

Oracle
806, 808, 810, 812, 814, 816, 1339, 1350, 1382, 2637, 3827,

Palm Pilot
3387, 5456,

Patriot Scientific Corp, PTSC
2177, 3510, 3511, 3512, 3513, 3514, 3515, 3516, 3532, 3542, 3545, 3546, 3547, 3558, 3560, 3836, 4858, 4859, 6310, 6309, 6313,

Peerless Imaging
5986,

Pervasive Software
5992,

PharLap
3265,

PLX
2185, 2189,

QCOM
746, 754, 777, 2260*, 2273*, 893, 3075, 3686, 3687, 4309,

QNX
1855, 1932,

Radisys
186, 304, 314*, 1138, 1153, 1180, 1829, 1830, 1839, 1849, 1855, 1883, 1905, 1932, 2034, 2050, 2099, 2526, 2529, 2535, 2959, 2965, 3422,

Rambus
5441

Rapid Logic
3313, 6178,

Rational Software
4392

Real Audio
5738,

Siemens
4389

Softcom Microsystems
5788,

Sony
4406, 4418, 4440, 6373, 6374, 6375,

Spyglass
1403,

Sun
541, 543, 755, 994, 2368, 2598, 2605, 3826, 3827, 4168*, 4388, 5165, 5178, 5543, 5548, 5896, 5987, 6493,

Sybase
4284, 4436, 4528*,

Symbian
6340,

Systemsoft
1931,

Tadpole Technology Plc
5040

Terayon
5940, 6231,

Texas Instruments
4995

Tri-Pacific Software
6227,

VenturCom
3244*, 6364,

Web TV
5738,

Applications

ASIC
2432, 2447,

Automobiles
101, 311, 2580, 84TA, 834, 838, 845*, 846, 911, 1028, 1030, 1047, 1651, 1972, 2629, 3135, 3077, 3237, 3245, 3659, 3660, 3663, 4274, 4288, 4292*, 5421*, 5959, 6493,

BIOS
1973, 1974, 1976,

Cameras, Imaging
2084, 3030, 3031, 3079, 3312, 3397, 3645*, 3669, 3752, 3761, 3762, 3769, 3838, 4468, 5179, 5616,

Cable modems
3746, 3749,

Debit Cards, Vending Machines
834, 2389

DSP
1933*, 1935, 1936, 1937, 1957*, 1961, 1962, 1966, 1967, 1968, 1975, 1977, 1980, 1982, 2008, 2011, 2060, 2190, 4307, 4395,

Embedded Servelets
3177,

Fire Wire
2459, 3521,

Flash Memory
3396,

Gaming
4324,

I20
4, 22, 106, 107, 131, 206, , 249, 251, 336, 350, 367, 372, 495, 496, 497, 641, 643, 645, 697, 811*, 813, 815, 817, 819, 821, 822, 832, 833, 869, 870, 873*, 909, 910, 958, 961, 1055*, 1056, 1057*, 1061, 1062, 1063, 1065, 1103*, 1133*, 1162, 1206, 1224, 1236, 1237, 1238, 1277, 1279, 1280, 1282, 1307, 1313, 1314*, 1317, 1319, 1325, 1331, 1399, 1641, 1652, 1703*, 1704, 1716, 1722, 1794, 1870, 2005, 2203, 2206, 2207, 2210, 2211, 2215, 2221, 2222*, 2225*, 2227*, 2228, 2237*, 2255, 2256, 2302, 2430, 2452, 2454, 2462, 2457, 2548, 2565, 2575, 2559, 2565, 2606, 2621, 2630, 2770, 2778, 2913, 3004, 3111, 3145, 3195, 3286, 3288, 3296, 3481, 3544, 3645*, 3685, 3688, 3689, 3692, 3740, 3805, 3826*, 3839, 4174*, 4175, 4292*, 4293*, 4294*, 4295*, 4296*, 4297*, 4306, 4594, 5344, 5441*, 5443, 5444, 5445, 6143*, 6180, 6200, 6248,

IXP
6213, 6228, 6302, 6303, 6304,

NGIO, FIO,
3740, 3792, 3804, 3826*, 4580, 4586, 4587*, 5080, 5320, 5396, 5670, 5927, 5962, 5988, 6181hat, 6223,

Internet Appliances, Embedded Internet Devices, EID's
112, 124, 870, 1134, 1373, 1376, 1389*, 1395, 1401, 2308, 2346, 2769, 3654, 3658, 3698, 3827*, 3833*, 4478, 4480**, 4564*, 4576*, 4597, 4896, 4897, 4898, 4899, 4900, 4902, 5076, 5456, 6105, 6184, 6272,

Java
80, 82, 84, 95, 759, 2544, 259, 829, 993, 999, 1339, 1347, 1348, 1363, 1678, 1685, 1688, 1705*, 1852, 1942, 1943*, 1979, 1996, 1998, 2175, 2596, 2605, 2645, 2915, 3175, 3532*, 3674, 3671, 3675, 3758, 3837, 4168*, 4247, 4397, 4405, 4582, 4584, 5069, 5403, 5470, 5512, 5535, 5592, 6305*, 6308, 6346, 6448,

Jet Send
2445, 2468, 2573, 2582, 3185, 3291, 3707, 3743, 4401,

Kitchen computers
5839,

MEMS
2884,

Military
1409, 1796, 2580, 2590, 6186,

Misc. Applications
101, 102, 103, 243, 244, 311, 346, 386, 474, 834, 852*, 2294, 2390, 2575, 2594,

NASA
3176,


NCI, Network Computer, Navio, Wind's browser
254, 257, 260, 263, 303, 301, 447, 452, 460, 564, 590, 595, 596, 806, 818, 823, 826, 828, 829, 830, 831, 837, 841, 860, 994, 1083, 1098, 1208, 1328, 1412, 1992, 2002, 2386, 2607, 2608, 2609, 84TA, 2633, 2661*, 2683*, 114TA, 2838*, 2880, 2883, 2998, 3028, 3050, 3051, 3192, 3194, 3645*, 3827, 4221, 4383, 4395, 4576, 4904*, 5164, 5169, 5576,

OSG, Open Systems Gateway
4398,

Pathfinder
1148, 1422, 1443, 1460, 1653, 1818, 2094, 2482,

Robotics
3661, 6003,

RTOS Applications
54, 71, 74, 78, 88, 81, 85, 86, 89, 218,

Sensors
1451, 1458, 2884, 2896, 3081, 3166, 3661,

Set Top boxes, Cable modems
225, 300,834, 1206, 1263, 2649, 2650, 2671, 2715, 1278, 1285*, 1288, 1329, 2871, 2916, 2880, 3136, 4860, 4904, 5173, 5175, 5176, 6305, 6308,

Software and cable modems
2367, 2371, 3084, 3085, 3171,

Smart Cards
998, 3667, 5183, 5191, 5192,

Strong Arm
3472, 3473, 3480, 3482, 3483, 3654,

TV
5961,

Telecommunications, Networking
148, 189, 455, 603, 607, 613, 644, 834, 1285*, 2262, 2269*, 2271, 2481, 2497, 2498, 2499, 2512, 2583, 2604, 84TA, 2615, 2715, 114TA, 3335, 4260*, 6502,

Tornado
88, 150, 416, 878, 886, 3170, 3668, 3677, 5174,

Tornado for Managed Switches, TMS
5699, 6201, 6491*,

Unix vs NT
2366, 2368
Willows
670

WindView
2956

WindLink and Partners
2960, 3272, 6447,

WindRiver Direct
5991,

Wind Web
3182,

Wind- Zinc
3374, 3376, 3377, 3378, 3379, 3382, 3459, 5576,

GENERAL TECHNICAL DISCUSSION

What does Wind River Systems do?
508*, 512, 1679, 1847*, 2094, 4596, 5099*, 5156**, 5194*, 6098, 6099, 6394*,
exchange2000.com

"Evolution of the Internet"
2900, 2901, 2902, 5449, 6407,

History and Future of Computing
1493, 3056, 3093, 3097, 3098, 3099, 3100, 3117, 3113, 3137, 3187, 4260,

16 BIT vs 32 BIT Processors
124, 112

Definition of "Kernal"
2341

What does Wind River Systems do?
508*, 512, 1679, 1847*, 2094, 4596, 5099*, 5156**,
exchange2000.com

Technical Journals
155, 165, 1133,

"Ubiquitous Computing"
182, 218, 391, 654, 806, 1428, 2603, 4260,

Y2K,
199TA, 3146, 3154, 3155, 3156, 3158, 6089,

Overview of Real Time Software and Hardware Co's
3479,

WIND Inside
5986, 5989, 5992, 6009

MARKETING ISSUES

AEAC Meeting, Trade Shows, Developer's Conference
338, 684, 687, 2204*, 2379, 2388, 2382, 3090, 3698, 6448,

Aquisitions
5681, 5682, 5683, 5684,

Brand Name (Post PC, PC Plus)
6087, 6090,

Competition
20, 28, 29, 30, 31, 43, 51, 90, 91, 96, 101, 105, 114, 125, 128, 111, 116, 136, 186, , 218, 242, 318, 317, 338*, 342, 611, 648, 650, 655, 656, 658, 661, 663, 664*, 667, 668, 670, 712, 748, 776, 778*, 1187, 1204, 2284, 2336, 2338, 2340, 2337, 2344, 2379, 2388, 2382, 2447, 2647, 2964, 2974*, 3823*, 5479, 5790*,

Design Wins
721, 1648*, 2879, 5099,

Franchise, "Winner takes all", Competition, Barriers to Entry
218, 245, 252, 261, 262, 268, 342, 746, 795, 1134, 1182, 1896*, 2566*, 3172, 3074, 3076, 3093, 3094, 3104,

GRAD Program
5329,

Hardware vs Software RTOS Solutions
113, 117, 1474, 6101*, 6104,

Liability and Legal Issues
3066, 3069, 3091

Market Share
114, 149, 157, 159, 160, 161, 162, 164, 195, 196, 4307,

Product Pricing
2465, 2469, 2470, 2517, 3076*, 5369**, 5376, 5380, 5386, 5500, 5823*,

Post PC Paradigm Shift
5823*, 5825,

Roll Your Own, Time to Market
112, 1490, 2308, 4850, 5384, 5389,

Patents
5717, 5720, 5723, 5729, 5730, 5742, ...5874, 5879, 5906, 5905, 5990

Reorganization
6122,

Vertical Solutions
4556, 6147,

Professional Services
4556, 4577, 5368*, 5398, 5420, 5823*,

Dataquest's Analysis
5664,

STOCKPRICE, ANALYSIS AND DISCUSSION

2Q 2000 results
5997, 6120, 6131, 6141, 6149, 6139,

Outlook for 1997, 1998-2000
441, 2597, 2600, 2620*, 2690, 2879*, 3070,

FY 1999 Commentary
2158, 2193, 2222,

Reports on shareholders' meetings
207, 3353, 3354, 3367, 4418, 5607, 5609, 5611, 5618, 5669,

Conference Calls
597(4Q96), 601, 1116, 1794, 2442, 2443, 2444, 2445, 2446, 2808, 2809, 2834, 3219, 3218, 3232, 3233, 3334, 3237, 3543, 3725, 3732, 4381, 4382, 4394, 4472, 4760*, 4840, 5316,

Quarterly Earnings
4359, 5254, 6123*, 6253,

Earnings, Projections
FY 1996: 14,18, 43, 58, forecasting-27, 205, 229, 233, 316, 366, 373, 386, 666, 675, 1016, 1023, 1072, 1093 (1Q98), 1099, 1100, 1101, 1103*, 1104, 1152, 1162, 1230, 1314, 1317, 1847, 2178*, 2378, 1837*, 2451, 2452, 2453, 2401, 2428, 2433, 2432 , 2564, 2602*, 2802, 2834, 2842, 212TA*, 3216, 3536*, 3655*, 3680*, 3715, 3726*, 3733*, 4429,

Technical Analysis and Stock Price Up (Down),
6, 12, 36, 43, 55, 56, 57, 61 70, 130, 135, 163, 201, 302, 420, 421, 422, 500, 503, 505, 506, 570 (Crash), 572, 611, 705, 719, 771*, 774, 783, 933**, 935, 936, 940, 946**, 948, 951*, 956, 959, 962, 977, 978, 980, 984, 2116, 2295, 2297, 2298, 2299, 2301, 2309, 2401, 2519, 2520, 82TA, 2661*, 2772, 156TA, 170TA, 3645*, 3655*, 4413, 4415, 4451, 4457, 4463*, 4565*, 5236*, 6490*,

Wind's Stock Crash of '99
4429*, 4532, 4533*, 4534, 4538*, 4549, 4546, 4545, 4542, 4541, 4540*, 4554, 4555*, 4556*, 4558*, 4561*, 4563, 4566, 4568, 4569*, 4573*, 4574, 4575*, 4577*, 4578**, 4590, 4591, 4760*, 4772**, 4840*, 4850, 5109, 5121, 5182*, 5236*, 6182**,

Wind Bears (and Discussion)
429, 430, 437, 438, 439, 440, 880, 882*, 883, 888*, 893, 895, 896, 901, 903, 904, 905, 906, 911, 915, 918, 919, 921, 922, 923, 924, 927, 928, 937, 941*, 962*, 969, 980, 1109, 1114, 1130, 1149, 1158, 1162, 1164*, 1172, 1173, 1188, 1196, 1218, 1223, 1224, 1234, 1254, 1284, 1316*, 1318, 1332, 1377, 1383, 1385, 1386, 1700*, 2129*, 2154, 2546, 2579, 2648, 2652, 2653, 2654, 2754, 2759, 130TA, 2864, 2873, 3215*, 3231, 3240*,

Short Sales, Short Interest
203TA, 1406, viwes.com, 2129, 2146*, 2159, 2161,

Gorilla Stocks
3082, 3083, 3085, 3104,

Jubak's picks
4260, 5279, 5303, 5365, 6286,

Macro-Economics and Asian Crisis, International Markets
1054, 2301, 2502, 2503, 2519*, 2637, 1259, 3231, 3645*,

Fundamental Analysis, Volatility, Inefficiency, PE, Good Introduction to WIND
12, 13, 17, 43, 51, 57, 108, 109, 110, 112, 124, 113, 117, 114, 115, 135, 140, 149, 150, 155, 946*, 953, 991*, 1321, 2178*, 2237*, 2301, 2379, 2438, 2448, 2471*, 2661*, 2485, 2877, 3070*,3104*, 3249*, 3645*, 3655*, 3755, 4437, 4511, 4505,

Intrinsic Value, Cash Flow Analysis, Portfolio Models
316, 326*, 714, 737, 742, 743, 923, 992, 1000, 1051*, 1068, 1109, 1118, 1130, 1159, 1162, 1185, 1244, 1270, 1271, 1287, 1291, 1680, 1681, 1682, 1683, 1684, 1690, 1691, 1693, 1707, 1954*, 1956, 1959, 2150, 2155, 2157, 2160, 2243, 2244, 2246, 2248, 2249, 2262, 2884, 3422, 3645, 4437, 4502, 4504, 4505, 4511, 4865, 4867, 4870, 4875,

Growth rate, margins
239, 315, 2087, 2088, 2594, 84TA, 1184, 2160, 3645, 3655, 4429, 4437,

Run Time Royalties
58, 81, 208, 249, 372, 608, 756*, 1847*, 2252, 2378, 2452, 2699, 2700*, 5262,

Service Revenues
2447, 3255, 3257

Hockey Stick, Deferred Revenue
610, 2181, 2186, 2192, 2197, 2198, 4175*, 4179, 4183, 4888, 4889, 4890, 4891, 4892, 4893, 4894, 4901,

Seasonality of Earnings
62, 100, 629, 3149,

Profit Margin
1845, 1847*, 1885, 2160,

H&Q, Institutional Holdings, Financial Press, Analyst Comments
51,74, 57, 115, 247, 276, 277, 350, 376, 384, 450, 476, 485, 510, 519, 642, 677, 678, 683, 690, 693, 694, 695, 724, 727, 732, 791*, 946*, 1009, 1023, 1025, 1027, 1043, 1128, 1204, 1327, 1349, 1364, 1367, 1414, 1430, 1459, 1460, 1621*, 1622, 1625, 2289, 2293, 2374, 2438, 2471, 93TA, 2656, 2994, 3039, 3053, 3193, 3197, 3260, , 3262, 3294, 3523, 3525, 3559, 3574, 3631, 3655*, 3717*, 3724, 3745*, 3781, 4498*, 4907, 5070*, 5118, 5159, 5175*, 5300, 5429*, 5775*, 5787*, 5801, 5805, 5808, 6170, 6193**, 6261, 6262,

Marketmaker Tricks
2614, 3655*,

Utility Theory of Money and Investing
138

Wired Magazine Index of Stocks
3259,

WIND for Sale?
4581, 4589, 6119, 6130, 6163,

WIND's investments in other companies, Partnerships
1703, 1821*, 1833, 1847, 2487, 2550, 2577, 2578, 2836, 2855, 2861, 2862, 2870, 2876, 3645, 5521, 5525, 5231*, 5296,

MANAGEMENT

144a Bond Offering, Reg S
1539*, 1601, 1603, 1604, 1608, 1609, 1708*, 1712, 1715, 1717, 1744, 1745, 1746, 1747, 1764, 1767, 1780, 1787, 1788*, 1794, 1799*, 1821, 1836, 2094, 2100,

Stock Repurchase Program
2330, 2331, 2334, 2333, 2335, 2569, 5054,

Insider Sales, Buys
138, 440, 444, 3307, 5172, 5322, 6324*, 6476,

Insider Ownership
4285, 4286, 6324*,

Poison Pill, Takeovers, Stock Splits
171, 138, 222, 3367,

Workforce, Personnel, Job Listings
338, 382, 387, 412, 525, 537, 539, 781, 809, 1195, 1303, 1304, 1305, 1310*, 1311, 2286, 2287, 2290, 2291, 2391, 2393, 3121, 3264, 3759, 4503*, 6008*,

Options compensation, FAS 123 disclosure
1707*, 2082, 3317, 3319, 3326, 3334, 3343, 3352, 3410, 3414, 3416, 3417, 3418, 3422, 3423, 3426, 3429, 3428, 3430, 3431, 3433, 3434, 3435, 3436, 3437, 3438, 3439, 3440, 3442, 3444, 3445, 3446, 3447, 3448, 3461, 3469, 3471, 3474, 3476, 3477, 3478, 3519*,

Management Quality
1118, 1125, 1126, 2069, 4554, 4596,

History of WIND RIVER SYSTEMS
3656*,

New CEO for WRS...
5058, 5059, 5060, 5414, 5417, 5437,

Jerry Fiddler
279, 324, 338, 930, 932, 989, 991, 1427, 1475, 2035, 2457, 2462, 3258, 3656, 3683, 4403, 4404, 5429, 5773,

Ron Abelmann
991, 1925, 2413, 3657, 4950, 5804,

Dave Wilner
338, 372, 5929

John Fogelin
2957, 3045,

Kamran Sokhanvari
3348,

Jason Cogan
3389, 3390, 3391, 3392,

Peter J. Richards
3585

Tom St. Dennis
6254, 6259, 6263, 6266, 6268, 6279, 6283, 6367, 6476,

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To: Peter Church who wrote (6556)10/23/1999 10:33:00 AM
From: Ramsey Su  Read Replies (1) | Respond to of 10309
 
Peter,

the way that it is explained to me, by a guru ......

The WIND INTS situation presents a textbook Arbs 101. Basic strategy is to short WIND and buy INTS, as long as the spread is beyond the .92 established ratio. In most of yesterday's trading, the spread was around 8%.

Needless to say, this creates sell pressure on WIND. Furthermore, anyone who is interested in buying WIND would simply buy INTS instead, at a lower price (which I did yesterday). As an example, paying 16.5 for INTS is the same as paying (16.5/.92) 17.9 for WIND, so why would anyone buy WIND at this time?

As a result, WIND is unlikely going to move up until the market corrects this inefficiency. The downside is obviously if the acquisition falls apart, for antitrust or any reason.

Ramsey