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

To: Allen Benn who wrote (2273)	10/26/1997 2:00:00 PM
From: Erwin Sanders	Read Replies (2) \| Respond to of 10309

Wind's Human Capital Needs Many in this thread are anticipating WIND to grow enormously with the advent of the 3rd (or was it 4th?) revolution in technology - that of embedded computers. To sustain this enoumous growth, it is going to need skilled staff, and plenty of it. WIND currently has less than 400 employees. The new facility they will be building (with the help of the money obtained from the convertible offering) is expected to house around 1200 employees by the turn of the century. This represents a 200% increase in staff in a matter of just three years or so. Where are they going to find the right people? MWAR has about 250 employees and INTS has about 500. Even in the most unlikelihood event of all the employees of MWAR and INTS migrating to WIND over the time period, it would not be sufficient. Comments would be appreciated on the availability of the type of staff is going to need. Are universities already grooming future RTOS programmers and engineers? Any thoughts on how we can translate increases in workforce size to increses in net income? Clearly, some of WIND's activities are going to add to profit margins more than others. Incidentally, the whole staffing issue may be another reason why WIND's managament may want to do their best to keep a lid on the stock price for now. It would be far easier to recruit potential talents if there is a strong likelihood of significant appreciation in the future, rather than if it is already mostly built into the stock price. Just some thoughts. Erwin