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

To: James Connolly who wrote (8236)	8/10/2000 4:33:16 PM
From: AE	Respond to of 10309

FYI WIND was selected as a reader's selection in the WSJ 6 months stock picking competition.

To: James Connolly who wrote (8236)	8/10/2000 5:59:23 PM
From: the hube	Respond to of 10309

Crossbow applies wireless net to industrial control eet.com Jerry Fiddler is on the Board of Directors of this private company. I think he put some of his own money in at a very early round. They are also listed in Wind's Tradewinds Directory eet.com I wouldn't be at all surprised to see them get an investment from Wind River Ventures in the future.

To: James Connolly who wrote (8236)	8/11/2000 9:33:19 AM
From: Richard Knox	Read Replies (1) \| Respond to of 10309

JC, Allen, anyone... Here's a great link from the motley fool which talks about standard bearers. Could anyone help me understand WIND's role as a standard bearer for the embedded systems market? Comments/discussion welcome... biz.yahoo.com

To: James Connolly who wrote (8236)	8/13/2000 11:31:45 AM
From: peter grossman	Read Replies (2) \| Respond to of 10309

James, You wrote, "I think the op margin is projected to be around 12% for this year as compared to 20% in previous years." I recall TSD saying the margins will increase each quarter approaching 20% this fourth quarter, and 20% for the next full year. Is this about right? Are all these margin projections before taxes or net after taxes? Twelve percent after tax margins on $425 million in sales yields earnings of about $.70, way above forecasts. Wishful thinking?? Even more wishful, if this year's operating margins are 12% and next year's are 20%, then the operating profit would be 67% higher on even revenues, 167% on revenues which increased 40%. -Peter