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

To: James Connolly who wrote (8652)	10/14/2000 6:48:14 PM
From: Peter Church	Respond to of 10309

Thanks JC, I'll try to look into growth predictions for the server market. But I doubt that we can really narrow the difference between 2x and 20x growth over the next 5 years. It gets kind of hazy that far out and things will probably not be the way you expect them. Dataquest only predicted to 2003. I would put more weight on Dataquest's estimates because Barrett has a vested interest in optimistic forecasts. But I would like to find out more about Dataquest's numbers. Maybe Investor Relations will help. I thought the following article shows qualitatively the momentum gathering for Intel's Networking Processor: >>>Intel claims 60 design wins for the IXP1200, a figure that Christensen guesses is higher than design wins for all other network processors combined. Its design group has grown from what Christensen called "a handful of people" to encompass a next-generation team in Santa Clara, Calif.; another team in Chandler, Ariz.; a group in Fremont, Calif., targeting low-end designs; and three parallel teams in Boston. >>> Post 8343