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

To: David R. Lehenky who wrote (2442)	11/20/1997 9:15:00 PM
From: J. Kerner	Read Replies (1) \| Respond to of 10309

CONFERENCE CALL Dave, thanks for your overview of the conference call. A couple more things from the conference: - The slower growth for product licenses was solely because service revenue came in higher and Wind simply subtracted it from $24M to get their product revenue(just as Prof. Benn stated). Product backlog increased slightly and overall demand remains strong. - DSP: Although revenue contributions will be small for the next couple of years, Wind River is working with all the key players. - NC: Things are constantly changing at NCI, but they remain a good customer of Wind River. - PRISM+: Beyond what Dave mentioned, Wind stated that they still don't consider INTS a significant competitor. Many INTS offices are still showing old tools instead of PRISM+. Regards, Jason