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

To: Allen Benn who wrote (8629)	10/11/2000 9:10:18 AM
From: the hube	Read Replies (2) \| Respond to of 10309

Something to think about today, as we watch the share price drop, from the IBM announcement yesterday biz.yahoo.com ``The world of e-business is driving a massive build-out of the infrastructure of computing and communications,'' said Lou Gerstner, IBM Chairman and CEO. ``That, in turn, drives demand for critical technical components like chips. Demand is white-hot in three critical segments -- chips for big servers, chips to power the explosion in Internet access devices and chips in the networking equipment that ties everything together. Sounds very similar to the areas where Wind is dominant.

To: Allen Benn who wrote (8629)	10/11/2000 3:16:46 PM
From: James Connolly	Read Replies (1) \| Respond to of 10309

Allen, I'm sure you've seen this before with regard to Wireless Hand-held Internet Devices, here it is again anyway. It does have some info on market size etc going forward. wrs.com Regards JC.

To: Allen Benn who wrote (8629)	10/12/2000 8:54:14 AM
From: Snowshoe	Read Replies (2) \| Respond to of 10309

Sony Lets New Robo-Pet Out of the Kennel dailynews.yahoo.com Sony had no sales forecast for the new robot, but said it considers this version a serious profit-earner rather than an experimental machine. All kidding aside, it sounds like Sony is pretty serious about these things. I wonder what OS it uses?

To: Allen Benn who wrote (8629)	10/13/2000 2:59:58 PM
From: James Connolly	Read Replies (2) \| Respond to of 10309

Allen, Just one comment about the Lily ponds. If I am reading your post correctly then to be included in a forecast model, a Lily pond should have significant royalties already. "The ideal time to identify a lily pond for inclusion in a forecasting model is precisely when royalties first become significant but not gigantic" When I look down the list of 11 ponds, 3 stand out as not having particularly significant royalties (at least to me). 1. Wireless Hand-held Internet Devices. 2. Consumer Internet Appliances. 3. IP Phones. The 3 ponds mentioned above tend to be in the consumer space and are therefore potentially enormous. Even if these ponds do have some royalties now, when you compare them to the potential royalties it must make current royalties look like zero. How are we to deal with such ponds ? It would be a shame to leave them out ! Regards JC.