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

To: Tim Mak who wrote (9311)	3/7/2001 7:20:56 PM
From: Brian Lempel	Respond to of 10309

Hi Tim, It is difficult to judge how WIND's role in the automotive market is evolving. This has already been a market to which they have significant exposure. And the deal with Infineon/STM is not particularly big, in my opinion. I know the numbers in the WIND PR looked impressive, but these microcontrollers are only maybe $7 apiece. And Infineon and STM, while among the top 10 vendors, do not approach anywhere near a dominant market share. Predicting the auto market for WIND (aside from telematics) is impossible. Certainly such deals provide upside to our eventual model guidance. But for now, we can only hope to track markets emerging from 0 revenue. -Brian