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

To: James Connolly who wrote (9862)	9/8/2001 9:45:29 AM
From: Bill Fischofer	Read Replies (1) \| Respond to of 10309

Landis in today's Barron's Today's cover story in Barron's (available at interactive.wsj.com for subscribers) is a tech roundtable featuring Kevin Landis, Paul Wick, Walter Price, and Roger McNamee. Interesting for WIND followers is that Landis doesn't mention WIND at all in his picks (he's currently keen on AHAA, MOT, BEAS, ZRAN, and RSTN). Could it be that Landis has finally capitulated on WIND?

To: James Connolly who wrote (9862)	10/7/2001 10:04:09 AM
From: James Connolly	Read Replies (1) \| Respond to of 10309

I noticed this quote from an article about a new IBM server chip. news.cnet.com "That's important because database software leader Oracle prices its products according to the number of CPUs it runs on, and server software sellers SAP, Baan and Siebel Systems are following suit. Analyst Jonathan Eunice said Oracle's license typically costs between $30,000 and $40,000 per processor" If software is priced based on the number of CPU's it runs on then obviously there will be an incentive to offload as much processing from the host CPU's as possible, hence reducing the number of CPU's. This raises a question. Does an I/O processor (IOP) doing TCP/IP offload count as an extra CPU or not ? Regards JC.