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

To: Snowshoe who wrote (7318)	3/1/2000 1:54:00 AM
From: Brian Malloy	Read Replies (2) \| Respond to of 10309

This move is long overdue. While BRCM, ANAD, and many other chip stocks rocket, a strong case can be made that what WIND puts out is at least if not more important both now and moving into the future. I'm going out on a limb here and say that we can see WIND at $250+ this year as its true value is understood. Regards to the longs,

To: Snowshoe who wrote (7318)	3/1/2000 12:01:00 PM
From: bythepark	Respond to of 10309

WIND - The Road Map - Webcast replay Greg, I watched yesterday's fact-filled webcast and then noticed the following summation on our SI Gorilla & King thread of what was presented. By the way, to see the webcast I found I had to use my Netscape Communicator browser - Internet Explorer (for the Mac) could not quite go there. No matter, that's why I recommend to all my clients that they have current versions of both browsers. --alan Message 13012023 > Thank you for your excellent report on WIND, John (post 16648). I carefully > listened to the WIND conference call yesterday afternoon and I will briefly > come out of lurk to share a few notes from the call. The conference call is > available to replay at videonewswire.com > 1. WIND's new mission statement is to "Become the leading provider of > reliable, innovative software solutions for connected smart devices." > 2. Jerry Fiddler, the founder of Wind, sits on a think tank panel with some > Lucent and Motorola guys. The panel expects there to be over one trillion > connected smart devices in the future. (I don't know how soon this future will > arrive.) > 3. WIND and ISI combined for over 1000 design wins in the fourth quarter. > Revenue per design win is increasing. (I do not not know whether this will > give WIND the revenue and earning's growth that Uncle West is looking for. > Stay tuned.) > 4. WIND (and ISI?) spent more on R@D last year, 50 million, than their nearest > competitor had in revenues. (Obviously they do not consider Microsoft as a > competitor.) > 5. The purchase of EST this week will allow WIND to integrate hardware > solutions with software solutions, for example in the "Tornado for Managed > Switches." These solutions will be higher margins than stand alone software > solutions. > 6. WIND will also sell tools allowing customers to build their own RTOS if > they wish. WIND feels providing the tools for making OS will get WIND's foot > in the door to provide total solutions to these customers at a later date. > 7. WIND will also develop a Linux department to provide solutions > incorporating Linux in those cases where a customer wants this solution. WIND > feels however, that Linux based solutions will be appropriate for a much more > limited market than their main products. > 8. WIND expects more and more businesses to use WIND's total solution services > rather than developing in house RTOS since "time to market" has become more > and more critical for companies in this fast paced internet world. > 9. WIND is moving towards a single "standard platform" in the next 12 to 18 > months. Emphasis will be on reliability, scalability, adaptability and > portability. (Please don't ask me to define.) > 10. From the way the marketing director talks and names the products, I > suspect he has RTFM. > All for now. I don't want to take up too much bandwidth. > Disclaimer: I am a newbie. I own a small amount of WIND. > Regards, Huey