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

To: James Connolly who wrote (7916)	6/6/2000 9:29:00 PM
From: umbro	Read Replies (2) \| Respond to of 10309

JC, most big deals are "buy outs"; they don't pay by the unit. This can be good: money now vs. money later, and ya know lots of projects/products just never make prime time. I know that some of the promise for WIND is the annuity idea of making money as their customers ramp production, but IMO the current run rate of 20% of sales/so is about as good as it'll get. After all, WIND has been at this for a while, so if the biz model were going to yield higher returns on royalties it should have done it already. Probably the current strategy of selling more "stuff" per design win is the better way to go.

To: James Connolly who wrote (7916)	6/6/2000 11:57:00 PM
From: lkj	Respond to of 10309

As expected, the stripped-down version of Java for credit card-sized computers has attracted Citibank and American Express. Sun chief executive Scott McNealy, speaking today at a keynote address at the JavaOne conference in San Francisco, said 100 million Java-enabled smart cards will ship this year and 250 million next year. James, It's not very clear what it's saying. Credit card-sized computer is not the same as smart cards. Smart card normally refer to some FLASH based card that may have security features. The CPU in these may even be too simple to be called a CPU. I don't see the need for any OS in these rather "dumb" cards. Why do they need to be Java-enabled makes no sense to me. Maybe someone can explain it to me. Khan