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To: Peter Church who wrote (1)	11/12/1999 7:36:00 PM
From: Ramsey Su	Respond to of 14

Peter, I just want to go on record as the first reply. Hopefully, within the next few months, this will be the most frequently referred to link on SI. I have hopes that WIND is going to be the stock of 2000, just as QCOM was THE stock for 1999. Ramsey

To: Peter Church who wrote (1)	11/12/1999 8:19:00 PM
From: contax	Respond to of 14

Hello Peter, I am glad you took the initiative. Again! Ok! So let's get the WINd show on the road... I will start with the names of three companies whose products use VxWorks operating system: 1) Terayon (TERN) 2) Digital Lightwave (DIGL) 3) Brocade Communication Systems (BRCD) Terayon: This company from my research has the hottest selling cable modem in the Tera Pro. According to the company, the Tera Pro has had a minimum need for after sales customer service because of it's ease of use. But then we wouldn't expect anything less for a cable modem that uses VxWorks OS, would we? Digital Lightwave This little company from Clearwater, Florida is in the business of manufacturing mostly portable products that can help in the monitoring and maintainance of optical fibre networks, presently the hottest sector in the stock market. The prediction is that the entire worlds' copper wire based telecommunication infrastructure will eventually have to be switched to an optical based system. The growth potential for companies which today are on the ground floor of this emerging technology shift, is enormous. Digital Lightwave's products are also run on VxWorks. This stock has been on a tear lately going from a low of $7.50 on October 11th. of this year to today's closing price of $30.88! An almost 300% run in one month! Brocade Communication Systems This company had one of the hot IPO's of this year. It provides hardware (SAN switches) and software solutions for data storage systems based on the Fibre Channel technology. Even though it uses VxWorks OS in it's switches, I think at the present time, it's competitor Ancor Communications has a better suite of products and as an investment I have put my money in Ancor (ANCR). Plus I am not too crazy about Brocade's management team. But because I strongly believe that products that use VxWorks will have a competitive advantage in the market place, I will keep Brocade on my watch list. Good Luck with your new thread! Regards, Karim

To: Peter Church who wrote (1)	11/16/1999 10:49:00 PM
From: cfoe	Read Replies (2) \| Respond to of 14

I am new to this thread. Know about WIND, but decided to follow it as of conversation I had last week with colleague on QCOM thread. You have done an amazing job of organizing the thread. Thanks. I wish someone had done this with the big QCOM thread. I met one of the founders of WIND this past Spring. I live in the neighborhood (Berkeley, they are in Alameda). He was umpiring a little league game I was watching. He is the one with the full beard. I don't remember his name? Jerry something? He saw me reading the Gorilla Game and he said he had his whole management team reading Inside the Tornado. Guess it is making a difference. One other thing, could you tell me by PM who are the best people on the main WIND thread to read to catch up on this company? Thanks.