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

To: James Connolly who wrote (8124)	7/26/2000 11:18:49 PM
From: tom ablett	Read Replies (1) \| Respond to of 10309

WIND had a very nice mention on CNN Moneyline tonight. Kevin Landis was on and presented his top 3 picks. WIND was #1 DMIC was #2 NTAP was #3 He also said that WIND will be in his portfolio for years. I don't think he's a net seller these days. Hopefully we've seen a nearterm bottom. Tom A.

To: James Connolly who wrote (8124)	7/27/2000 1:52:11 AM
From: cfoe	Read Replies (2) \| Respond to of 10309

I went to shareholders' meeting. Main presenters were Fiddler and St. Dennis. Here are highlights. Past year has shifted company to solutions oriented vs. software oriented. Cirrus (new OS) is one of keys to future; targets smart devices market; will be in beta shortly and out to market not long after then (hopefully). Tornado for Internet Appliances completed this quarter and made first sale; talking with other potential customers. This is first product (the base line product) for the new consumer market group. Future versions of this product will focus on wireless market. Still committed to pSOS; just issued new release. Recent stock price: St. Dennis thought one reason was end of lockup for stock held from recent mergers. He said sales were to be expected as some of these people had been waiting ten years to get some serious cash out. Also felt company could do better job in getting the word out (gave some evidence that they are trying). Spending $75 million a year on research. This is twice the revenues of some of their competitors. See auto market as big opportunity as autos become big internet appliances. That's all for now. Its late and time to go.