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To: tekboy who wrote (32958)	10/9/2000 4:38:06 PM
From: tekboy	Respond to of 54805

Pebble Updates from Briefing.com 12:41 ET **** Wind River Systems (WIND) 38 15/16 -1 13/16: Wind River Systems is continuing to build through acquisition activity today with the addition of Rapid Logic, Inc. for 1.43 mln WIND shares, or about $55 mln based on current levels. Rapid Logic has developed what they call the RapidControl Backplane, which allows one embedded code image to support multiple external interfaces. This allows access to and control of data located within an embedded device through various external interfaces. Think of it as a two-way, multiple foreign language dictionary that allows embedded data to be accessed and controlled through such interfaces as SNMP data, HTML, JavaScript, Java applets, XML, etc. Rapid Logic has been a Wind River partner for a few years, and Wind River has been distributing Rapid Logic product for the past year, so the companies know each other's products, technology, management and operating styles. Based on the integration job WIND management has done with Integrated Systems, formerly their largest competitor, we have no reason to believe that the much smaller purchase of Rapid Logic will present any significant integration problems. Wind River continues to beef up their technology through acquisition, firmly establishing themselves as the leader in real-time operating system software. Through their Wind River Ventures Fund, WIND has their hands in all sorts of startups in the embedded technology and smart devices markets, allowing WIND early access to new technology and establishing their systems as industry standards; not to mention giving their M&A department an inside look. Wind River is in the process of rolling out their VxWorks Advanced Edition, targeting the telecom/datacom market, VxWorks AE is designed to offer increased memory protection, making it harder to for developers to overwrite key code that can lead to system downtime. Wind River also is on the cutting edge of Bluetooth with their BlueThunder offering and strategic agreement with Ericsson (ERICY). The integration of Integrated Systems and the two smaller acquisitions of AudeSi and ICESoft help facilitate WIND's entry into consumer-oriented smart devices and deals with Sony (SNE) and Motorola (MOT) show the traction the company is making. All the acquisition activity has kept pressure on the stock, but long-term, WIND is positioning itself to further their market dominance in embedded operating systems. - Matt Gould, Briefing.com 12:16 ET **** Silicon Storage (SSTI) 21 3/16 -7/8: If you're like most tech investors: a) you're seeing red - lots of it b) you're wondering if the current tech wreck will ever end and c) you want to know what stocks to own coming out of the correction. While a case can be made for continued sharp losses in the Nasdaq, Briefing.com contends that the risks of such are relatively low - especially given the already deeply oversold condition of the sector and the fact that earnings about to kick in. The good news on the earnings front will calm fears and result in a nice recovery rally. New highs? Highly doubtful, but a meaningful advance nonetheless. So if we're right and the bleeding is about to stop, what stocks look good at the moment. Tough to find much, but one that jumps off the page to us is Silicon Storage (SSTI)... First of all the company recently preannounced better than expected results. In other words we don't have to worry about their numbers. Second, while many stocks in the sector are taking out one support level after another, SSTI has managed to hold above pivotal support at 20. Finally, the recent slide off its highs leaves SSTI trading at attractive valuation levels. SSTI is projected to earn $1.04 in FY00 and $1.86 in FY01, with an estimated 5-yr growth rate of 37%. Stock's price to sales ratio is also well below that of its industry... SSTI due to report result on 10/12... As industry/market conditions improve, Briefing.com expects SSTI to retest the 30 area. -- Robert Walberg, Briefing.com

To: tekboy who wrote (32958)	10/9/2000 4:40:12 PM
From: Bruce Brown	Read Replies (3) \| Respond to of 54805

Would you believe the SOB nearly dropped it again tonight. I couldn't believe it. That's the problem with Europeans and sports. They're great with their feet kicking a ball, but catching something is not a forte. Do they make a bread loaf catching catcher's mitt, or should I just kick the loaf of bread to him next time? Here's a link to a Street.com article today that is worth the read if you're between diaper changes: thestreet.com "Following the Leaders: Investors Hunt for Tomorrow's Stars" BB