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

To: Peter Church who wrote (8938)	12/21/2000 8:15:12 PM
From: Robert Calusdian	Read Replies (1) \| Respond to of 10309

I've been following the embedded OS market for a few years now, but only recently from an investment perspective. I do not think anybody doubts the huge growth of WIND's market (I read expected 76% per year for several years). And being somewhat familiar with their products (and those of a few of their competitors) and the kinds of products that use them, I am confident they have a superior product. My initial reaction to WIND was it was an amazing long term play, in an explosive market. However, I have reviewed the balance sheets and most recent 10Q and am a bit confused. Could someone please explain to me what, exactly, the huge "goodwill" and "identifiable intangibles" liability is? It seems this company would be (and should be) posting large Quarter to Quarter EPS growth rates if not for these items. Please explain. Thanks all!