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

To: Brian Lempel who wrote (9545)	5/2/2001 9:18:12 AM
From: the hube	Respond to of 10309

New Wind River investment atoga.com Wind River participated in $50 million second round financing. Investment bank Dresdner Kleinwort Wasserstein also contributed to the round through its Online Markets Investments group, and will help foster key relationships for Atoga as the company expands overseas. Atoga’s strategic partners, Flextronics and WindRiver Systems, also participated in this financing round, and other investors include Mentmore Venture Partners, Crescent Private Capital and AmidZad.

To: Brian Lempel who wrote (9545)	5/2/2001 10:20:37 AM
From: AE	Read Replies (2) \| Respond to of 10309

Brian, Overall I was very impressed with their operations. It is amazing how clear their strategic perspective is. I was shown a presentation that Tom St. Dennis had given last Thursday at an analyst conf. Wind seems to be focusing on customers, execution and R&D ($100 million this year). There wasn't a whole lot of new information but what I found most interesting were some of the details: 1 There are 80,000 design starts per year in the embedded field. 2. 74% of the chip market supports wind 3. Wind has 2400 design wins a year. 4. The largest competition at this point clearly comes from in house efforts. (Phillips electronics currently has 29 in house OS. It doesn't seem to make any economical sense for companies like Phillips to maintain 29 different systems especially when new functionality and connectivity is constantly required.) 5. No customer makes up more than 5% of total revenue. 6. The market is going to be huge(we all knew that!)and Wind is the only player positioned end-to-end. This was most evident when I saw a slide that had the device chain from the server & storage to the router, hubs, and switches on to the home gateways and internet appliances. Each of these devices is supported by WIND. 7. Palm uses Wind for the communications protocol on the Palm VII. 8. Of all the vendors in this industry Wind is by far the perceived leader according to an EE times survey. Hopefully this will result in thinking that no one ever got fired for choosing wind. 9. One of my favorite slides indicates that system integration alone for embedded development has increased by 150% over the last 5 years. In a increasingly competitive environment the time to market pressures are going to increase as well as the complexity of the integration required. Which further support the competitive need for Wind. Those were the main points.Hope this was helpful. I am not a technologist but I found this information most impressive. AE