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

To: Allen Benn who wrote (7708)	4/30/2000 5:18:00 PM
From: Anthony Ettipio	Read Replies (2) \| Respond to of 10309

Allen, your posts are an epiphany to read. I'm sure I speak for others in thanking you for your efforts in detailing the emerging dynamics so favorable to WIND. Allen, would you be so kind as to assess for us the negative or positive impact of real-time Linux to WIND's future . . .? I am STILL unconvinced that RT Linux will not have an impact upon our great company . . . Anthony Ettipio

To: Allen Benn who wrote (7708)	5/1/2000 1:52:00 AM
From: Gary Kao	Read Replies (1) \| Respond to of 10309

Allen: may I respectfully request that you send a copy of your post to Ballmer? It is worth a try and makes all the sense/cents in the world! Gary

To: Allen Benn who wrote (7708)	5/1/2000 10:53:00 AM
From: Richard Knox	Read Replies (1) \| Respond to of 10309

Thanks Allen for connecting the dots, it is a very pretty picture, and your insight as to how it will unfold is the thousand words that paints that picture. Regarding the blindness of the investment community, I've come to believe that psychology and momentum and "brand" are primary drivers for investors these days. 1) Psychology and the advent of instant access to the financial media and real time quotes anywhere is making folks skittish and driving up volatility way beyond where it should be for the majority of tech stocks (incidentally, this has created wonderful opportunities for options strategies on the sell side). Regarding WIND, the CE and LINUX FUD has scared investors. 2) Momentum is keeping money out of quality stocks like WIND because it hasn't started it's meteoric rise yet. All the money chases what's hot, the QCOM experience is a fine example of this. WIND will go parabolic at some point. When? When its stock (not the company) becomes a brand. 3) Branding happens after a blow-out quarter or two, followed by big name investment houses (sheep) lining up to recommend the stock (I know you're not discouraged that they don't see the great quarters coming, in fact your optimism has helped me to maintain a full position). Once WIND stock gets the brand, it'll behave more efficiently. But when? I think 12-24 months. I can wait if it's going to be anything like QCOM.

To: Allen Benn who wrote (7708)	5/3/2000 2:33:00 PM
From: James Connolly	Read Replies (3) \| Respond to of 10309

2. All applications like scheduling, word processing, spreadsheets, etc. are performed on the network server, and display on the phone and/or connected monitor. Allen, Is it possible that running applications on a network server would be too expensive for the end user ? While you are running an application you are also simultaneously running up a bill. I guess it depends very much on the pricing structures involved. With regard to your Intel/Cisco post (which was very impressive). It was mentioned at the 8K CC that Cisco might at some point in the future use a version of Tornado for IOS. If I understand this correctly it would mean that at least Cisco would have uniformity across it's development environments but not it's OSs. Would this solve Cisco's conundrum or would it just be a band-aid to get them by. Regards JC.