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

To: KevRupert who wrote (7503)	3/20/2000 12:27:00 AM
From: lkj	Respond to of 10309

Hi Advalorem, An announcement of an Intel buyout or a two way split up between Cisco and Intel will certainly move the stock, but I don't think either will happen. Going forward, WRS has to show strong growth and profitability to move the stock. There are two products of great interest. One is IxWorks, which has been talked about ever since the the birth of this thread. The other is TMS, which has many design wins. Everyone is predicting an explosion in IxWorks, but there is not much showing on the surface. TMS is not showing much either, but I am pretty confident that it will go into hyper growth this year. At last, there is ISI. It offers a lot of unknowns that we will start discovering soon, and I hope that they will be more good than bad. Khan

To: KevRupert who wrote (7503)	3/20/2000 12:58:00 AM
From: Bernard Levy	Respond to of 10309

It's rather simple: The market for embedded systems is expected to grow about ten-fold in the next 5 to 6 years. WIND as the leader in this market will just ride the wave. So, WIND is a good stock for long term investors, but it has little to offer in the way of near term news (the merger with Integrated Systems and subsequent acquisitions represent enough excitement).

To: KevRupert who wrote (7503)	3/20/2000 8:33:00 AM
From: Carpe per Diem	Read Replies (2) \| Respond to of 10309

What will move the stock? Revenues and earnings growth that will exceed our collective expectations. How will that happen? Perhaps an analogy would help. Imagine back a decade ago if computer manufacturers ran software on operating systems they had designed "in-house" while a minority of manufacturers used the best "off the shelf" operating system [Windows] Now say if the Titans of computer manufacturing back then, IBM and Compaq, announced they were scrapping their "in-house" OS in favour of Windows...MicroSoft would go through the roof. For WIND to enter that elusive phase of Hypergrowth [and hyper stock price appreciation] I think we need to see a series of announcements where traditional vendors of embedded systems, instead of using their "in-house" OS, now are defaulting to VxWorks as their primary OS. Who are these vendors? Well there are hundreds and to be honest I am not sure what ones would propel the stock. [like an IBM or Compaq in the above analogy] I'll defer to the expertise of others on this thread if they care to comment. Rinks