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

To: James Connolly who wrote (9073)	1/12/2001 5:19:14 PM
From: Bargain Hunter	Respond to of 10309

Embedded Linux company Lineo scraps IPO plans yahoo.cnet.com

To: James Connolly who wrote (9073)	1/13/2001 11:12:01 AM
From: James Connolly	Read Replies (1) \| Respond to of 10309

Some IP phone lily pond data...... pingtel.com "Market Opportunity. The IP (Internet Protocol) telephony market is projected to skyrocket from $480 million in 1999 to $19 billion by 2004 according to International Data Corp. (IDC) projections." The figures above must include IP phone infrastructure equipment. By my calculations this requires a CAGR of 109%. Frost & Sullivan Provides Analysis of the Latest Developments in the Global VoIP Market nuera.com "Shipments for this year (2000) will total over 790,000 units, and unit shipments will almost double each year for the next several years. According to strategic research conducted by Frost & Sullivan (www.frost.com), IP Phone and Appliance revenues for the total world market are projected to reach $2.7 billion in 2006". Regards JC. PS. Any ideas on the ASP of an IP phone ? (2.7 Billion)/(ASP of IP Phone) = number of phones ?