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

To: Allen Benn who wrote (9806)	7/30/2001 1:37:22 AM
From: lkj	Read Replies (2) \| Respond to of 10309

Allen, Thank you very much for the insightful answer. GbE (with 10GbE looming around the corner) benefits dramatically from intelligent NICs that can offload the TCP/IP stack and improve the necessary data flow to the CPU. Should iNICs become a de facto standard in servers and PCs alike, as it should, then, surprise, it also accommodates Infiniband’s messaging virtually automatically. This is because iLANs have the intelligence capability and the I2O smarts to talk Infiniband messaging. Are you suggesting that off-loading the TCP/IP stack onto the Gbe NIC requires the usage of IxWorks? Can you explain more about why Infiniband's messaging is automatically accommodated on intelligent Gbe NIC? Khan

To: Allen Benn who wrote (9806)	8/1/2001 12:07:41 AM
From: samkin	Read Replies (2) \| Respond to of 10309

Wind River 5 year recap- I periodically (every year or so) drop in to visit this one of my old haunts to see how WIND is doing. The conversation is very polite, erudite and extremely interesting; but unfortunately the underlying stock has been a terrible investment. My data points: WIND split adjusted closing stock price on July 31, 1996: $15.02 WIND split adjusted closing stock price on July 31, 2001: $14.32 WIND has lost 4.66% over this five year period. WIND split adjusted closing stock price on Feb 21, 1996: $10.31 (the day Allen Benn started this forum) Wind has gained 38.89% over this 5 year 5 month period or an annualized return of about 6.08% Not a pretty picture given what some would say the period from Feb '96 to Apr '00 was one of the greatest bull markets ever. One could argue either this is a good company/terrible stock or terrible company/terrible stock. I personally have come to the conclusion that the software tools business is a difficult business to prosper in even if you are the market leader. I think it is much better to make money selling software applications. This particular business is an Alice in Wonderland situation where you are forever running (developing new technology) to stay in the same place. The future prosperity that is always alluded to will never come. Anyone care to disagree with that and tell me why history will not repeat itself?

To: Allen Benn who wrote (9806)	8/4/2001 3:08:09 PM
From: Anthony Ettipio	Read Replies (1) \| Respond to of 10309

Allen, any further comments. Same story? August 3, 2001 Compaq, Microsoft, Others Plan 'Arapahoe' Architecture Dow Jones Newswires SAN JOSE, Calif. -- Compaq Computer Corp., Dell Computer Corp., International Business Machines Corp. , Intel Corp., Microsoft Corp. and the PCI-SIG, a nonprofit special interest group, will collaborate to define a new serial I/O interconnect architecture code-named Arapahoe. The companies said the Arapahoe architecture will allow high-speed connection of components inside a system and offer increased bandwidth for emerging applications. The Arapahoe promoters and the PCI-SIG agreed to manage the Arapahoe architecture based on the PCI-SIG's proven ability to promote interconnect standard requirements such as PCI, or peripheral component interconnect. Arapahoe will be designed as a highly flexible serial I/O architecture that will scale to the theoretical limits of copper, and comprehend the needs of multiple markets. PCI-SIG owns and manages the PCI Local Bus specification. More than 970 companies are active PCI-SIG members.