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

To: Snowshoe who wrote (7598)	4/3/2000 6:15:00 PM
From: James Connolly	Read Replies (3) \| Respond to of 10309

Just listened to CC, some key points: 1. WIND raised revenue growth projections from 30% y/y to 35%+ y/y !!! A BIG statement to make in my mind. You don't say 35%+ y/y unless you are very, very confident. 2. Deal with LSI. As far as I understand WIND has a VAR deal with LSI to bundle pSOS with set-top box chips (need to check this out, have not seen any press release). This gives WIND another in-road into the STB space i.e Liberate and now LSI chips. 3. There was also some mention of Cisco and Tornado. 4. Over-all CC was very positive indeed. Regards JC.