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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Don Mosher who wrote (38497)	1/26/2001 7:56:46 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

re:To invest early in the summer, you must embrace an investment theory that posits that network effects achieve a lock-in when they reach critical mass. It is to believe that indirect network effects based on pre-integrated compatibility in hardware and software produced a needed solution that already has created strong competitive advantages, so strong that they ensure that subsequent direct network effects are highly probable if not inevitable. Thank you for your substantial effort Don. As you know I am an "early" Wind investor---though not as early as you. I believe it is inevitable that Wind will be ordained a gorilla. Thanks for bringing the Wind thread's lily pond spreadsheet over here. I have been really impressed with Alan, Peter's and others work on this project. Here is the spreadsheet again for those of you who didn't pick it out of Don's posts. net-gain.com Best, Huey Disclaimer: The spreadsheet represents the best estimate opinions of certain Wind thread members and is not a site officially connected to Wind River in any way.

To: Don Mosher who wrote (38497)	2/15/2001 9:34:40 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

Don: I reviewed your Project Network Series on Wind River Systems, and found it to be thorough, and thought-provoking. I know that it required a tremendous effort to distill what you know about WIND and about Networking into your series. Thank you for your time and contributions on this. While Don's series is long, for those without a lot of time, I would recommend you at least read the Summaries from posts 38486 and 38489. ...if you find any of this useful, please let me know by PM. ...I begin to believe and fear that I am merely amusing myself with these long posts and annoying everyone else...(from 38497) I think it is true that reading your incredible effort, which consumed 9 posts, is daunting for many, especially those of us with Day jobs. But I hope you don't think that people are irritated or unappreciative. Contributing in the selfless way that you have is exactly what this thread is about, as so nicely noted by William. There may be a few curmudgeons about who will poke some fun, but we're all fair game for that, right? <g> If we could somehow mix Dr. Id's concision, which you lack, with your intellectual content and substance of your posts, which his posts lack, we'd have a helluva combo. <VBG> Apollo

To: Don Mosher who wrote (38497)	3/18/2001 7:42:44 PM
From: bythepark	Respond to of 54805

Tornado watch for WIND - Here's a tool Regarding watching & waiting for WIND to develop his first Tornado, it occurred to me that a good place to start would be to devote a block of time to learning who the WindLink for Tornado partners are and then then following up with a visit to their websites and each of their respective 'News' sections. Before I started, I found that the current WRS' TradeWinds Directory includes more than 350 partners and the products listings had increased to "more than 400 listings this year, an increase of more than 25 percent over last year's directory." wrs.com As I moved through the Directory with my non-technical background, I knew I was not understanding most of what I was reading, but persevered nonetheless :) That said, I came away from this exercise with a positive sense of how serious and diversified WRS' business is. For instance Intel, with its cash acquisitions ($540 million) of Trillium & Ziatech last Summer, and subsequent investment in Zayante, is well represented and appears to be entering the IP phone market which Cisco and 3Com are "attempting to ignite". news.cnet.com I also noticed that STMicroelectronics had been doing business with several of the partners, and Espial had been doing well. I was pleased to see RSA Security with several (4) Cryptographic and Security Components. And I was pleasantly surprised to see how geographically diversified these folks are ... Germany, the UK and especially India were well represented ... and it was the first time I saw how connected WRS is with the military & aerospace market. The TradeWinds website is very easy to navigate around in if you know who/what you are looking for. But that format is not handy for a shareholder such as myself who is trying to get a general sense of the total picture. So as I went along I created a simple listing of their names and respective URLs. Where I noticed merger activity I noted that and in the interest of sharing with other thread members and encouraging them to see what meaning they can extract, I have posted my URL-list below. --alan 4D Engineering GmbH four-d.de 4Front Technologies 4fti.com Abatron AG abatron.ch Acromag Inc. acromag.com ACT/Technico acttechnico.com Ada Core Technologies Inc. gnat.com Adastra Systems Corporation adastra.com Agfa Monotype Corporation agfamonotype.com Agilent Technologies Inc. agilent.com Agranat Systems Inc. (Acquired by Virata Corporation 08.21.00) agranat.com Aisys Inc. aisysinc.com Algorithmics Ltd. algor-uk.com Allayer Communications (Acquired by Broadcom 12.13.00) allayer.com Allegro Software Development Corporation allegrosoft.com Alpha Data Parallel Systems alphadata.co.uk alt.software altsoftware.com Altia Inc. altia.com American Arium arium.com Amrix Systems Inc. amirix.com Ampro Computers Inc. ampro.com ANT Limited ant.co.uk Aonix aonix.com AP Labs aplabs.com Applied Data Systems applieddata.net Applied Dynamics International adi.com Applied Microsystems Corporation amc.com ARC Cores arccores.com ARM arm.com Art & Logic Inc. artlogic.com Artesyn Communication Products LLC artesyncp.com ARTiSAN Software Tools artisansw.com ATTOL Testware SA attol.com Baton Rouge International Inc. bri.com Birdstep Technology AS birdstep.com Blue Wave Systems (Being acquired by Motorola Computer Group) bluews.com CAD-UL AG cadul.com Cadence Design Services Division cadence.com Cetia Corporation cetia.com Chandler/May Inc. chandlermay.com CJ International (Acquired by AlterSys 08.21.00) altersys.com Compware Corporation compware.com Condor Engineering condoreng.com Conversational Computing Corporation conversa.com CoSystems Inc. cosystems.com CoWare Inc. coware.com Creative Electronic Systems S.A. ces.ch Criterion Software Limited csl.com CSP Inc. MultiComputer Division cspi.com Cyclone Microsystems Inc. cyclone.com Data Cell Ltd. datacell.com Data Connection Ltd. dataconnection.com DENSAN Systems Inc. densan.com Densitron Corporation densitron.com Dolphin Interconnect Solutions Inc. 208.179.47.35 Dot4 Inc. dot4.com DSET Corporation dset.com DSPCon Inc. dspcon.com DY 4 Systems Inc. (Acquired by C-MAC Industries 11.24.00) dy4.com Dynatem Inc. dynatem.com e-Sim Inc. e-sim.com EASE Software Inc. ease.com Echogent Systems Inc. echogent.com elemedia - Lucent Technologies Inc. elemedia.com ELTEC Elektronik AG eltec.de Embedded Performance Inc. epitools.com Embedded Planet embeddedplanet.com EmuTec Inc. emutec.com Epson Electronics America Inc. eea.epson.com esd electronic system design esd-electronics.com ESO Corporation esocorp.com Espial espial.com Excalibur Solutions Inc. excaliburs.com Extended Systems (Being acquired by Palm Inc.) extendedsystems.com Fast-Chip Inc. fast-chip.com Force Computers Inc. forcecomputers.com Future Communications Software futsoft.com GADV mbH gadv.de Galileo Technology Inc. (Acquired by Marvell Technology Group 01.22.01) galileot.com GESPAC gespac.com Giavaneers Inc. giavaneers.com GoAhead Software Inc. goahead.com Green Hills Software Inc. ghs.com Highlander Engineering Inc. highlander.com Hughes Software Systems Ltd. hssworld.com I-Logix Inc. ilogix.com IAR Systems A/S iar.com IDT (Integrated Device Technology, Inc.) idt.com Innoveda Inc. innoveda.com InSciTek Microsystems Inc. inscitek.com Intel Corporation developer.intel.com Intel Corporation Integrated Access Division developer.intel.com Intelligraphics Inc. intelligraphics.com Interay 213.46.48.52 Interface Concept interfaceconcept.com Interphase Corporation iphase.com InterWorking Labs iwl.com Intoto Inc. intotoinc.com iReady Corporation iready.com Irvine Compiler Corporation irvine.com Ixthos Inc. (Acquired by C-MAC Industries 11.24.00) ixthos.com Janz Computer AG janzag.de Jungo Inc. (formerly KRFTech) jungo.com Kinesix Corporation kinesix.com KW Software kw-softwareusa.com Lauterbach Datentechnik GmbH lauterbach.com Lernout & Hauspie Speech Products N.V. lhsl.com Lexra Inc. lexra.com LogiSync Corporation logisync.com LP Elektronik GmbH lp-elektronik.com LSI Logic Corporation lsilogic.com Lumos Technologies Inc. lumos.com M-Systems Flash Disk Pioneers m-sys.com MAK Technologies Inc. mak.com Mantra Communications mantracom.com MATRIX Corporation (Now Cetia Corporation - Merged with Cetia, S.A.) matrix.com Mbrane (formerly Centura Software Corporation) mbrane.com Mechanical Dynamics adams.com Mercury Computer Systems Inc. mc.com Metro Link Inc. metrolink.com Micro/sys Inc. embeddedsys.com MicroAPL Ltd. microapl.co.uk MicroEdge Inc. microedge.com Microtek International microtek.com Mindready Solutions Inc. mindready.com Mindteck (USA) Inc. mindteck.com MIPS Technologies Inc. mips.com MMC Networks (Acquired by Applied Micro Circuits 10.25.00) mmcnet.com Motorola Computer Group mcg.mot.com Motorola SPS mot-sps.com Nazomi Communications Inc. nazomi.com NComm Inc. ncomm.com NECSAS Corporation COM-PATH Division com-path.com NetPlane Systems Inc. (formerly Harris & Jeffries) netplane.com NETsilicon Inc. netsilicon.com NETsilicon Inc. DPI Imaging Division netsilicon.com NextNine (formerly RTview Ltd.) rtview.com Nombas Inc. nombas.com NSIcom nsicom.com Object Computing Inc. ociweb.com Objective Interface ois.com Octant Technologies octanttech.com Omnibyte Corporation omnibyte.com ONE (Open Networks Engineering Inc.) one.com OSS Nokalva Inc. oss.com Paragon Innovations Inc. paragoninnovations.com Patriot Scientific Corporation ptsc.com Peerless Systems Networking peerless.com PEP Modular Computers pep.com Pernix Technology Inc. pernix.com PictureIQ Corporation pictureiq.com PLX Technology Inc. www2.plxtech.com Pocket Soft Inc. pocketsoft.com PointBase pointbase.com Polyhedra polyhedra.com Project Technology Inc. projtech.com ProSyst USA prosyst.com Quantum Effect Devices Inc.—QED (Acquired by PMC-Sierra 08.23.00) pmc-sierra.com Questra Corporation questra.com Quiotix quiotix.com RadiSys Corporation radisys.com Radstone Technology radstone.com RADVision radvision.com RAMiX Inc. ramix.com Rational Software Corporation rational.com Real-Time Innovations Inc. rti.com Ross Microsystems Inc. rossmicro.com RSA Security Inc. rsasecurity.com Sanritz Automation Co. Ltd. sanritz.com SBS Technologies Inc. Communications Group sbs.com SBS Technologies Inc. Modular I/O sbs.com Scientific MicroSystems Inc. scimisys.com Seaweed Systems Inc. seaweed.com Silicon Resources silres.com SimpleSoft Inc. smplsft.com Sleepycat Software Inc. sleepycat.com SNMP Research International Inc. snmp.com SoftConnex Technologies Inc. softconnex.com SOFTEC GmbH softec.de Solid (formerly Solid Information Technology) solidtech.com Spider Software (Acquired by Artesyn Technologies 05.05.00) spider.com SSH Communications Security ssh.com STMicroelectronics st.com Sun Microsystems sun.com Sybase Inc. sybase.com Synergy Microsystems Inc. synergymicro.com Synopsys Inc. synopsys.com Syntek Systems Corporation syntek-usa.com System Software Solutions Inc. syssoftsol.com Systran Corporation systran.com Talarian talarian.com TASKING Inc. tasking.com Tata Elxsi tataelxsi.com teamF1 Inc. teamf1.com Technobox Inc. technobox.com Technology Rendezvous Inc. trinc.com Teknor Applicom Inc. teknor.com Tektronix Inc. tek.com Telelogic telelogic.com Telenetworks telenetworks.com TeleSoft International Inc. telesoft-intl.com Tensilica Inc. tensilica.com TeraLogic Inc. teralogic-inc.com TestQuest Inc. testquest.com Texas Instruments ti.com Themis Computer themis.com TimesTen Performance Software timesten.com TransDimension transdimension.com KUKA Development Laboratories (formerly Trellis Software & Controls Inc.) trellissoftware.com Tri-Pacific Software Inc. tripac.com Triada d.o.o. triada.si Trillium Digital Systems Inc. (Acquired by Intel 08.01.00 for $300 million cash) trillium.com Triscend Corporation triscend.com TROY XCD Inc. troyxcd.com Tundra Semiconductor Corporation tundra.com Tvia Inc. (formerly IGS Technologies, Inc.) tvia.com V_Systems Inc. vsystemsinc.com VaST Systems Technology vastsystems.com Vector Software Inc. vectors.com VersaLogic Corp. versalogic.com Vertel vertel.com Virata Corporation (Acquired Agranat Systems 08.21.00) virata.com Virtual Prototypes Inc. virtualprototypes.ca VISTA Controls Corporation vistacontrols.com Visuality Systems visualitynq.com VividLogic Inc. vividlogic.com VMETRO Inc. vmetro.com VMIC vmic.com Working Engines Inc. workingengines.com Zayante Inc. (Received Intel Investment 11.27.00) zayante.com Ziatech Corporation (Acquired by Intel 08.14.00 for $240 million cash) ziatech.com