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

To: Snowshoe who wrote (7017)	12/26/1999 12:07:00 PM
From: peter grossman	Read Replies (1) \| Respond to of 10309

Liberate software runs on top of VX Works, but not exclusively. Do we know any metrics by which we can guess royalty revenue. For instance, what's the unit royalty -- has this been hinted like I2O? More importantly what are expected volumes. I recall overall set top market estimated at 160 million units. What market share will be Liberate's; what share of that will be Wind's; what will the first and second year penetration be? Throwing out complete guesses of 50% (Liberate), 50% (WIND), and 25% (2 year penetration), at only $1.00 per unit, you still get #20m in royalties over two years. Is this speculation all wet?