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


To: Srivaths Srinivasan who wrote (2319)10/31/1997 11:37:00 AM
From: Jeff Dean  Read Replies (1) | Respond to of 10309
 
As part of the proposed Intel-Digital patent infringement settlement, Intel has acquired the rights to Digital's StrongARM processor. Does anyone know the implications for Wind's I2O deal with Intel, now that Intel has StrongARM? If Intel starts shipping I2O systems based on StrongARMs instead of I960s, is this covered under the agreement?

My feeling is that StrongARM is a pretty impressive technology for a whole host of embedded applications (it has quite impressive performance combined with very low power requirements). I suspect that it may really take off now that it is under the Intel marketing machine. Wind should try to strike a deal to make sure that Tornado or some of their other products are bundled as part of StrongARM shipments. What do other people think? Would this make sense for Wind?

-Jeff



To: Srivaths Srinivasan who wrote (2319)10/31/1997 6:07:00 PM
From: Allen Benn  Respond to of 10309
 
>Would you rather own Dairy Queen or Wind River Systems?

Warren Buffett just bought Dairy Queen, no doubt as a great value play in an area he understands -- by the way, for less than WIND's market cap. I would much prefer to own WIND, investing in something that will (already has) made a significant impact on mankind, than in a tired ice cream retail business.

Allen