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

To: quelicious who wrote (2444)	11/21/1997 11:52:00 AM
From: Ronald Paul	Read Replies (1) \| Respond to of 10309

CONFERENCE CALL (more) Interesting to note was that some of the questioning about MSFT's CE and MSFT noise-making indicated (finally) some analyst understanding and acknowledgement that MSFT's product/strategy/business model does not play well in the embedded market with hard real-time requirements. On a technical note, OS requirements of system evolution tends to show a migration toward hard realtime, rather than the other way around, which plays well into WIND's cards. On JetSend - when the market understands the potential for device-to-device communication over the internet, they will understand why WIND's key alliance here will pay off huge for them. BTW, it was mentioned in the conference call about how bad HP's websites are. See for yourselves jetsend.com I've seen much worse. Although Im not surprized by the market reaction to WIND's earnings announcement and conference call given similar reaction the last 3 quarters, Im still perplexed by the lukewarm response WIND receives when they are one of the very few small-caps that are positioned well for the type of growth in the embedded segment, well managed and consistently beat estimates 15 quarters running. I guess RTOS's and integrated tool sets for embedded systems just aren't that sexy to the market. Still perplexed, Ronald

To: quelicious who wrote (2444)	11/21/1997 1:14:00 PM
From: F. Foos	Read Replies (1) \| Respond to of 10309

CONFERENCE CALL - additional info Thanks Dave, Jason, Darryl and Ronald for posting summaries of the conference call. Your notes gave me a cross check on what I heard in the call. My $0.02 worth on the call: * Business is developing according to plan. Market, revenue, staffing, facilities, etc. are falling into place, to enable evolution to a much larger operation. Expenses are under control. * The management of Wind River wants to expand the services available to WIND's customers beyond the typical vendor support relationship. More and more people are working with 32 bit processors. The management recognizes that many of these customers will need help with their methodology and applications. WIND views this as an opportunity to help customers get their products to market in a timely manner. In fact, WIND may offer to do the whole application if needed. Additional senior management is needed at Wind River, to develop these professional services. They are currently searching for a VP of Customer Service to lead the program. * I2O Revenue Ron Abelmann wants to see 1 or 2 Quarters of I2O shipments, before making any runtime revenue projections. Intel will pay WIND for I2O shipments on a quarterly basis. Intel reconciles I2O shipments at the end of each quarter; then pays WIND 60 days later. I2O shipments will ramp in a hockey stick, starting PROBABLY with a couple hundred thousand units worth in FQ1,1998 (the February,March,April 1998 Q). During the I2O discussion, Digital's I2O contract was mentioned, and I heard them say that another company has signed a contract for I2O. I understood this to refer a third company. Did anyone else hear this? Is this a third I2O contract? * DSP WIND will be doing marketing/missionary work for a while before they expect to see significant results. Most DSP projects are currently developed using in-house OS software. The available software tools are in a crude state, about where microprocessors tools were, 5 to 10 years ago. * Mars Pathfinder The press coverage of the Mars Pathfinder mission generated many sales leads. It also helped to recruit new employees. The Pathfinder underscored: - the mission critical nature of WIND software - the robustness of software and support - that Wind River Systems is a high quality, high reliability provider Frank