***************Part 2. WIND INDEX (1 - 9192) ***************************
MARKETING ISSUES
AEAC Meeting, Trade Shows, Developer's Conference
338, 684, 687, 2204*, 2379, 2388, 2382, 3090, 3698, 6448, 6452, 6456, 6743, 7052, 8096, 8271, 9069
Aquisitions
5681, 5682, 5683, 5684, 6601, 7796, 7911,
Brand Name (Post PC, PC Plus)
6087, 6090, 6593, 7222,
Center of Excellence
8573,
Competition
20, 28, 29, 30, 31, 43, 51, 90, 91, 96, 101, 105, 114, 125, 128, 111, 116, 136, 186, , 218, 242, 318, 317, 338*, 342, 611, 648, 650, 655, 656, 658, 661, 663, 664*, 667, 668, 670, 712, 748, 776, 778*, 1187, 1204, 2284, 2336, 2338, 2340, 2337, 2344, 2379, 2388, 2382, 2447, 2647, 2964, 2974*, 3823*, 5479, 5790*, 7235, 7239, 7256, 7764*, 7820*, 7836*, 9065,
Design Wins
721, 1648*, 2879, 5099, 7676, 7905,
DSO’s
9026AB,
Franchise, "Winner takes all", Competition, Barriers to Entry
218, 245, 252, 261, 262, 268, 342, 746, 795, 1134, 1182, 1896*, 2566*, 3172, 3074, 3076, 3093, 3094, 3104, 7764*,
Global Offices
9079,
GRAD Program
5329,
Hardware vs Software RTOS Solutions
113, 117, 1474, 6101*, 6104, 7847, 7955,
killer apps
8000**,
Liability and Legal Issues
3066, 3069, 3091
Market Share
114, 149, 157, 159, 160, 161, 162, 164, 195, 196, 4307,
Product Pricing
2465, 2469, 2470, 2517, 3076*, 5369**, 5376, 5380, 5386, 5500, 5823*, 7764*,
Post PC Paradigm Shift
5823*, 5825, 6593, 8520, 8950AB,
Professional Services
8418AB, 8420,
Time to Market, Time to Exit
112, 1490, 2308, 4850, 5384, 5389, 6930*, 7736*,
Patents
5717, 5720, 5723, 5729, 5730, 5742, 5874, 5879, 5906, 5905, 5990
Reorganization
6122,
VARs
8599, 8600,
Vertical Solutions
4556, 6147, 7764*, 7820*, 7836*, 7791*,
WIND's investments in other companies, Partnerships, Wind River Ventures
1703, 1821*, 1833, 1847, 2487, 2550, 2577, 2578, 2836, 2855, 2861, 2862, 2870, 2876, 3645, 5521, 5525, 5231*, 5296, 7500*, 7955*, 7976, 8238, 8375, 8940AB, 9185,
Professional Services
4556, 4577, 5368*, 5398, 5420, 5823*, 8209,
Dataquest's Analysis
5664,
STOCKPRICE, ANALYSIS AND DISCUSSION
4Q 2001
8842, 8844, 8845, 8847, 8851, 8852, 8853, 8855, 8856, 8869, 8873, 9017AB, 9031, 9032, 9062, 9075AB—Y, 9091AB, 9101, 9112AB,
2nd Q 2001
8224, 8246, 8256,
1st Q 2001
7758, 7842, 7858, 7870, 7872, 7875*, 7878, 7882, 7883, 7888, 7889, 7891,
2Q 2000 results
5997, 6120, 6131, 6141, 6149, 6139,
Outlook for 1997, 1998-2000
441, 2597, 2600, 2620*, 2690, 2879*, 3070,
FY 1999 Commentary
2158, 2193, 2222,
Reports on shareholders' meetings
207, 3353, 3354, 3367, 4418, 5607, 5609, 5611, 5618, 5669, 8127, 8138,
Conference Calls
597(4Q96), 601, 1116, 1794, 2442, 2443, 2444, 2445, 2446, 2808, 2809, 2834, 3219, 3218, 3232, 3233, 3334, 3237, 3543, 3725, 3732, 4381, 4382, 4394, 4472, 4760*, 4840, 5316, 6696, 7599, 7982**,
Wind River's Analyst Day
7993**, 8067,
Quarterly Earnings
4359, 5254, 6123*, 6253, 7948*, 8444, 8786,
Transparency of Earnings Reports and Management Guidance
7891, 8232, 8247,
Earnings, Projections, Lily Pond Projections
FY 1996: 14,18, 43, 58, forecasting-27, 205, 229, 233, 316, 366, 373, 386, 666, 675, 1016, 1023, 1072, 1093 (1Q98), 1099, 1100, 1101, 1103*, 1104, 1152, 1162, 1230, 1314, 1317, 1847, 2178*, 2378, 1837*, 2451, 2452, 2453, 2401, 2428, 2433, 2432 , 2564, 2602*, 2802, 2834, 2842, 212TA*, 3216, 3536*, 3655*, 3680*, 3715, 3726*, 3733*, 4429, 7599, 7591*, 7836*, 7884*, 7886, 7921, 8013**, 8250, 8251, 8252, 8253, 8419AB, 8568, 8626*, 8786, 8999, 9075AB—Y, 9091AB, 9101, 9128, 9129, 9133, 9169,
Technical Analysis and Stock Price Up (Down),
6, 12, 36, 43, 55, 56, 57, 61 70, 130, 135, 163, 201, 302, 420, 421, 422, 500, 503, 505, 506, 570 (Crash), 572, 611, 705, 719, 771*, 774, 783, 933**, 935, 936, 940, 946**, 948, 951*, 956, 959, 962, 977, 978, 980, 984, 2116, 2295, 2297, 2298, 2299, 2301, 2309, 2401, 2519, 2520, 82TA, 2661*, 2772, 156TA, 170TA, 3645*, 3655*, 4413, 4415, 4451, 4457, 4463*, 4565*, 5236*,
Wind's Stock Crash of '99
4429*, 4532, 4533*, 4534, 4538*, 4549, 4546, 4545, 4542, 4541, 4540*, 4554, 4555*, 4556*, 4558*, 4561*, 4563, 4566, 4568, 4569*, 4573*, 4574, 4575*, 4577*, 4578**, 4590, 4591, 4760*, 4772**, 4840*, 4850, 5109, 5121, 5182*, 5236*, 6182**, 7591, 7662*, 7674*,
Wind Stock Crash of 2000
8232, 8233, 8234, 8236,
Global Slowdown in 2001?
8707, 8708AB, 8711AB, 8950AB,
Gorilla Stocks
3082, 3083, 3085, 3104, 6463, 7836*, 8255, 8517*, 8541, 8806, 9121*, 9191, 9192,
Wind Bears (and Discussion)
429, 430, 437, 438, 439, 440, 880, 882*, 883, 888*, 893, 895, 896, 901, 903, 904, 905, 906, 911, 915, 918, 919, 921, 922, 923, 924, 927, 928, 937, 941*, 962*, 969, 980, 1109, 1114, 1130, 1149, 1158, 1162, 1164*, 1172, 1173, 1188, 1196, 1218, 1223, 1224, 1234, 1254, 1284, 1316*, 1318, 1332, 1377, 1383, 1385, 1386, 1700*, 2129*, 2154, 2546, 2579, 2648, 2652, 2653, 2654, 2754, 2759, 130TA, 2864, 2873, 3215*, 3231, 3240*, 9145,
Short Sales, Short Interest
203TA, 1406, viwes.com, 2129, 2146*, 2159, 2161,
Other Short Candidates:
9124,
Moore's law and the Law of Telecosm (Metcalfe's Law), Networking Effects, Lily Ponds
7526, 7820*, 7826, 7831*, 7836*, 7945*, 8241, 7791*AB,
Jubak's picks
4260, 5279, 5303, 5365, 6286, 6587,
Macro-Economics and Asian Crisis, International Markets
1054, 2301, 2502, 2503, 2519*, 2637, 1259, 3231, 3645*,
Fundamental Analysis, Volatility, Inefficiency, PE, Good Introduction to WIND
12, 13, 17, 43, 51, 57, 108, 109, 110, 112, 124, 113, 117, 114, 115, 135, 140, 149, 150, 155, 946*, 953, 991*, 1321, 2178*, 2237*, 2301, 2379, 2438, 2448, 2471*, 2661*, 2485, 2877, 3070*,3104*, 3249*, 3645*, 3655*, 3755, 4437, 4511, 4505, 7591, 7791**AB,
Intrinsic Value, Cash Flow Analysis, Portfolio Models
316, 326*, 714, 737, 742, 743, 923, 992, 1000, 1051*, 1068, 1109, 1118, 1130, 1159, 1162, 1185, 1244, 1270, 1271, 1287, 1291, 1680, 1681, 1682, 1683, 1684, 1690, 1691, 1693, 1707, 1954*, 1956, 1959, 2150, 2155, 2157, 2160, 2243, 2244, 2246, 2248, 2249, 2262, 2884, 3422, 3645, 4437, 4502, 4504, 4505, 4511, 4865, 4867, 4870, 4875,
Growth rate, margins
239, 315, 2087, 2088, 2594, 84TA, 1184, 2160, 3645, 3655, 4429, 4437, 8658*,
Run Time Royalties
58, 81, 208, 249, 372, 608, 756*, 1847*, 2252, 2378, 2452, 2699, 2700*, 5262, 7681*, 7927*, 7929, 7947, 8505,
Service Revenues
2447, 3255, 3257
Hockey Stick, Deferred Revenue
610, 2181, 2186, 2192, 2197, 2198, 4175*, 4179, 4183, 4888, 4889, 4890, 4891, 4892, 4893, 4894, 4901,
Seasonality of Earnings
62, 100, 629, 3149,
Profit Margin
1845, 1847*, 1885, 2160,
The "New WRS"
7945*,
H&Q, Institutional Holdings, Financial Press, Analyst Comments
51,74, 57, 115, 247, 276, 277, 350, 376, 384, 450, 476, 485, 510, 519, 642, 677, 678, 683, 690, 693, 694, 695, 724, 727, 732, 791*, 946*, 1009, 1023, 1025, 1027, 1043, 1128, 1204, 1327, 1349, 1364, 1367, 1414, 1430, 1459, 1460, 1621*, 1622, 1625, 2289, 2293, 2374, 2438, 2471, 93TA, 2656, 2994, 3039, 3053, 3193, 3197, 3260, , 3262, 3294, 3523, 3525, 3559, 3574, 3631, 3655*, 3717*, 3724, 3745*, 3781, 4498*, 4907, 5070*, 5118, 5159, 5175*, 5300, 5429*, 5775*, 5787*, 5801, 5805, 5808, 6170, 6193**, 6261, 6262, 6603, 6715, 6744, 6943, 6984, 6995, 7040, 7136, 7167, 7217, 7218, 7219, 7220, 7235, 7239, 7680,* 7743*, 7788, 7799**, 7957, 7959, 7846, 7852, 7854, 7855, 7879, 7902, 7959*, 7966, 7972, 8280, 8333, 8441, 8501, 8718, 9051, 9105, 9106, 9135,
Kevin Landis
7791*AB, 8125, 8126, 8315*, 8916, 9135,
Motley Fools
8590, 9186,
Marketmaker Tricks
2614, 3655*,
Utility Theory of Money and Investing
138
Wired Magazine Index of Stocks
3259, 7718,
WIND for Sale?
4581, 4589, 6119, 6130, 6163, 6461, 6504, 6505, 7256, 7750, 8909**AB, 8910, 8914AB, 8940AB,
Number of Shares Outstanding
7937, 8039,
MANAGEMENT
144a Bond Offering, Reg S
1539*, 1601, 1603, 1604, 1608, 1609, 1708*, 1712, 1715, 1717, 1744, 1745, 1746, 1747, 1764, 1767, 1780, 1787, 1788*, 1794, 1799*, 1821, 1836, 2094, 2100, 7256, 8058*, 8061*,
Stock Repurchase Program
2330, 2331, 2334, 2333, 2335, 2569, 5054, 8940AB, 8946AB,
Insider Sales, Buys
138, 440, 444, 3307, 5172, 5322, 6324*, 8035,
Insider Ownership
4285, 4286, 6324*,
Poison Pill, Takeovers, Stock Splits
171, 138, 222, 3367, 7256,
PR
8141, 8192, 8197*,
Workforce, Personnel, Job Listings
338, 382, 387, 412, 525, 537, 539, 781, 809, 1195, 1303, 1304, 1305, 1310*, 1311, 2286, 2287, 2290, 2291, 2391, 2393, 3121, 3264, 3759, 4503*, 6008*, 8210, 8212,
Options compensation, FAS 123 disclosure
1707*, 2082, 3317, 3319, 3326, 3334, 3343, 3352, 3410, 3414, 3416, 3417, 3418, 3422, 3423, 3426, 3429, 3428, 3430, 3431, 3433, 3434, 3435, 3436, 3437, 3438, 3439, 3440, 3442, 3444, 3445, 3446, 3447, 3448, 3461, 3469, 3471, 3474, 3476, 3477, 3478, 3519*,
Management Quality
1118, 1125, 1126, 2069, 4554, 4596,
History of WIND RIVER SYSTEMS
3656*, 8527,
New CEO for WRS...
5058, 5059, 5060, 5414, 5417, 5437,
Jerry Fiddler
279, 324, 338, 930, 932, 989, 991, 1427, 1475, 2035, 2457, 2462, 3258, 3656, 3683, 4403, 4404, 5429, 5773, 8571, 8736,
Ron Abelmann
991, 1925, 2413, 3657, 4950, 5804,
Dave Wilner
338, 372, 5929
John Fogelin
2957, 3045,
Kamran Sokhanvari
3348,
Jason Cogan
3389, 3390, 3391, 3392,
Marla Stark
6900,
Peter J. Richards
3585
Tom St. Dennis
6254, 6259, 6263, 6266, 6268, 6279, 6283, 6367, 8110, 8766,
Allen Benn
8592,
New Facility
1912, 1913, 2305, 2307, 3448, 5516*, 5811, 7256,
Humor
864, 898, 3245, 8484, 8497,
exchange2000.com
exchange2000.com
techstocks.com
General Lily Pond Posts
8460 (AB), 8535, 8596, 8602**AB, 8603, 8604 8605AB, 8612, 8629AB*, 8645, 8646, 8647, 8648, 8652,
Specific Lily Pond Posts
1. Server Appliances
8655, 8657, 8660, 8714,
2. Wireless Hand-held Internet Devices
8676, 8691, 8774,
3. Home Gateways
8673, 8674, 8701, 8771, 8775, 8787, 8795, 8798,
4. Consumer Internet Appliances
8750AB, 8758, 8819,
5. Network Processor Equipment
8816,
6. Broadband Optical Switches
8744, 8749,
7. Digital Printers/Multifunction Devices
8. Set-top Boxes
8767, 8798, 8799, 8800, 8801, 8802,
9. IP Phones
8674, 8763, 8769, 8714,
10. Digital Cameras
11. Navigation Systems
8715,
Allen Benn's Lily Pond Definitions (Post #8629)
1. Server Appliances – appliances that provide special functions for servers, attached through a data bus or a network attachment like a SAN or LAN. Most, but not all, of WIND’s server appliances involve use of IxWorks running on an Input/Output Processor (IOP). There may be some overlap with Network Processor-based devices, as an attached IOP appliance might incorporate a network processor, for example, to perform functions normally performed by another category of device. Universal Web Consoles are yet another type of server appliance (where a browser controlled, independent device can monitor and manage a server) starting to ship in many servers, and which normally is not based on IxWorks nor a network processor – looking technically very much like an ordinary Internet Appliance.
2. Wireless Hand-held Internet Devices – consists of 2.5G and 3G hand-held devices that enable mobile Internet connectivity and possibly other capability like voice communication or GPS. To my knowledge WIND has not yet been a major player in this space, but the xScale architecture by Intel and recently announced deals with TI, Ericsson and Motorola will surely propel WIND to a dominant position in wireless Internet devices.
3. Home Gateways – DSL, Cable Modem, Fiber Optic, Satellite, Fixed Wireless or possibly even Plain Old Telephone connection to the Internet on the one side, and the home network on the other. I believe DSL and Cable Modems, for two examples, one day will morph completely into home gateways. The are a number of functions needed by the gateway, including Network Address Translation, VoIP, firewall and other security, as well as supporting a variety of wired and wireless in-home networking like 802.11 and Bluetooth.
4. Consumer Internet Appliances (NES) – such as Cieva’s electronic photoframe. Generally these devices employ Java and are developed using WIND’s Tornado for Internet Appliances. Also, and not unlike wireless hand-helds, these devices generally require an Internet server knowledgeable of the product and customer. Other examples might include eBooks, eRemote, smart kitchen appliances, home control and security systems. This category would also include game machines, at least until game machines qualify as a yalp.
5. Network Processor Equipment (NES) – includes most network equipment constructed using network processors, like switches, routers, hubs and the like, but not when the processors extend server appliances or home gateways.
6. Broadband Optical Switches – This is a special category of network equipment that is extremely high value, reflecting the benefit of TMS as well as time-to-market pressures in optical network equipment. Royalties for both this category of device and ordinary network equipment generally are priced per port, rather than on a device basis.
7. Digital Printers/Multifunction Devices – Printers, faxes, scanners, emailers are products of a mature industry suffering hugely from cost pressures, not the usual emerging market that defines almost all lily ponds. With the merger with ISI, however, WIND totally dominates this space, with about the only noticeable competition stemming from low-capability, in-house or freebee RTOS’ like ITRON. WIND should be growing market share and increasing ASP as new products include networking and other functionality, including anything dealing with Postscript. The combination might be sufficient to transform this tried-and-true category into a lily pond.
8. Set-top Boxes – So far WIND backs up middleware developers like Liberate and, as I recall, OpenTV, but the unit growth alone should make this a lily pond, even if ASP remains constant. Unlike DSL and cable modems, I do not expect set-top boxes to morph into home gateways. Nor do I expect game machines to challenge dedicated home gateways as the means for generic devices to gain access to the Internet.
9. IP Phones – This is the new format for a company PBX. Added functionality like flexible customization is enough to make this new format popular. But absolutely free voice communication throughout an entire global organization makes the technology compelling. While the basic technology clearly overlaps Internet Appliances, the required replacement functionality of a PBX clearly makes this a lily pond in its own right.
10. Digital Cameras – WIND has penetrated this market by supporting the progressive Flashpoint middleware and directly with OEMs. As digital cameras connect in more complicated ways (java/jini, Bluetooth, JetSend, IR, etc.) WIND’s market share should steadily increase, as should ASP, albeit slowly. Per usual, one could argue that Digital Cameras overlap Internet Appliances or digital imaging equipment like printers.
11. Navigation Systems – Navigational systems finally are becoming popular in new autos and more common in the after-market. WIND owns about 50% of this nascent market, which should increase along with ASP as Internet connectivity, Bluetooth and other technology are included. As with Digital Cameras, the addition of the Internet makes for an uncomfortable overlap with Internet Appliances but we have the technology to handle that. |
