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

To: lkj who wrote (7555)	3/31/2000 4:59:00 PM
From: Richard Forsythe	Read Replies (1) \| Respond to of 10309

Analyst downgrade -- not yet published but notified to big clients? Or perhaps the registration statement with details of open stock option numbers, etc? Filed March 27.

To: lkj who wrote (7555)	3/31/2000 5:22:00 PM
From: Bargain Hunter	Respond to of 10309

The Church of Latter Day Saints has been selling recently. Maybe people think they have the ultimate in insider information. Or the action could be explained by someone dumping a significant block.

To: lkj who wrote (7555)	3/31/2000 6:36:00 PM
From: cfoe	Read Replies (1) \| Respond to of 10309

What is happening? Another possible explanation is the general downturn of all but the largest NAZ stocks. This looks a little like a "flight to quality" type "panic" (bonds were up too and on not all that friendly economic news). WIND looks like it got caught up with the rest of the NAZ mid- to small-cap stocks in the haircut taken this week; at least anything with a healthy multiple. It is a very nervous market, and the powers (Abbey of GS, et all) that be rattled the ground some. Of course, it could be one of the things you and subsequent posters have listed. We will know on Monday.

To: lkj who wrote (7555)	3/31/2000 8:01:00 PM
From: lkj	Read Replies (1) \| Respond to of 10309

Intel invests in InfiniBand chip developer By Robert Ristelhueber EE Times (03/31/00, 5:39 p.m. EST) SANTA CLARA, Calif.?Mellanox Technologies Ltd., which develops ICs for the InfiniBand architecture, has raised $25.7 million from Intel and others in a second round of venture funding. The year-old firm earlier received $7.6 million from venture capitalists. In addition to Intel, Mellanox in this round also received financing from investors including Raza Venture Management, led by former Advanced Micro Devices president Atiq Raza, who will join Mellanox' board. Other members of the board are Irwin Federman and Pierre Lamond, whose companies, US Venture Partners and Sequoia Capital, respectively, participated in both rounds of financing, and Eyal Waldman, chairman and chief executive of Mellanox. The company is developing host channel adapters, switches, and target channel adapters for the InfiniBand standard, and expects to introduce chips in at least one of those categories in the second half of this year, Waldman said. Mellanox has been working with Intel "for a number of months" to help define its products, according to Waldman. Intel is one of the founders of the InfiniBand Trade Association, which is attempting to develop a common I/O specification for channel-based point-to-point serial connections. Although Intel is working on InfiniBand silicon of its own that might compete with parts from Mellanox, "We're concentrated on the embedded market, while Intel will provide parts for the PC and server," Waldman said. Data communications and storage companies, as well as server makers, have expressed interest in using its chips, he added. While its headquarters, sales and marketing, and customer support operations are based in Santa Clara, 50 of the company's 57 employees are located in Israel, where product development is taking place. Several of Mellanox' executives previously worked at Intel: in addition to Waldman, who was co-founder and vice president of engineering at Galileo Technology after a stint at Intel, its staff includes Roni Ashuri, vice president of engineering, who worked at both Galileo and Intel; and Michael Kagan, vice president of architecture, who managed Pentium/MMX development at Intel and was chief architect in the Basic Microprocessor division there. In addition to Intel, the steering companies of the InfiniBand Trade Association are Compaq, Dell, Hewlett-Packard, IBM, Microsoft and Sun Microsystems. Friction recently developed between the association and embedded groups over admission to the association, with the PCI Industrial Computer Manufacturers Group and others complaining they were excluded from membership.