SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?


To: Allen Benn who wrote (7674)4/23/2000 9:08:00 PM
From: peter grossman  Respond to of 10309
 
Allen,

In your last post you express optimism about the lag between design wins and their potential windfall:

"And don't forget that that out-sized lag suggests that WIND is extraordinarily robust, a hint that the future WIND has the potential to become the most robust of companies."

In your first post over four years ago, you reference the sensational news about I2O. There has been quite a lag time in this arena, and at times we've seen a WINDfall of another sort.

Do you still see I2O as having sensational impact?

I would guess that WIND has hundreds of design wins in many diversified blockbuster arenas in which royalties might obtain from millions of units. Perhaps, you can give your opinion of that conjecture. No matter the number of key wins, we aren't going to have to wait five years for the fruit, are we?

As always, thanks for your insights.

-Peter