Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Peter Church who wrote (10152)	10/25/2002 6:18:44 PM
From: SPSEIFERT	Read Replies (1) \| Respond to of 10309

Peter I have had this one for several years . They had great upside potential until telecom went down the drain. They are survivors and someday their royalty revenue could be huge.If you believe in the future of RTOs then this should be a big growth company. Their lead time will keep all newcomers out. Consider the costs absorbed by their customer base when they made the decision to use WIND for the operating system on the appliance they are marketing. The royalty cost on a per unit basis of whatever they are marketing is quite small in most cases. What is the incentive to go through all of the upfront costs to replace WIND. I am not a technical person but I do know something about how manufacturers thnk. The success of WIND's customers is almost wholly dependent in their time to market and the appeal to the buying public. If you find a big market for a new appliance your primary driving force is staying ahead of competition. Time to market is critical to this success. If you were marketing a $900 appliance would you try to cut costs on operating systems(critical part of the appliance) and risk being scooped by a faster competitor? I wouldn't. I would like your thought on this.

To: Peter Church who wrote (10152)	10/27/2002 1:12:58 AM
From: ehasfjord	Read Replies (1) \| Respond to of 10309

I believe that you did the correct thing. WIND may be "dead" money for some time (1-2 years), BUT it has the funds to withstand future "BS"n the arena that it HOLDS. There is nothing wrong with "Bottom fishing", and I believe that you HIT IT!. I have to free up some other "funds" in order to get more WIND. I own WIND now at an averge cost of just below $4.00, and have been in and out of it several times. The last time I sold, was around $32. Take Care out there!