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

To: ricky who wrote (9195)	2/18/2001 11:24:22 PM
From: Peter Church	Read Replies (1) \| Respond to of 10309

Hi ricky---This WRS presentation answers your first question about market share. Note that about 55% is still in-house: media.corporate-ir.net I notice that WRS's homepage lists Palm as a customer. I believe that there will be tightening in some markets (Telecom) with the resulting decrease in runtime royalties. However, there will be an increase in design wins and a lot of focus on Infiniband. There is too much going on in the company, making it hard for me personally to get a handle on how the general market slowdown will impact the bottom line. Maybe others have better insight. I think that WIND will show strongly due to internal forces which are in play, such as the ripening of I2O, DSL, and hundreds of other Post PC products. See the Interesting Quotes at the top of the WIND Index where I clipped comments specifically on the impact of the market slowdown. Message 15373610