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

To: Allen Benn who wrote (2536)	12/16/1997 12:08:00 PM
From: Snowshoe	Read Replies (1) \| Respond to of 10309

WSJ Article on Mathematical Trading I believe John is referring to the following article: "Mathematical Market Model Lets Firm Squeeze Out Subjectivity" By GREG IP, WSJ, 12/16/97 interactive.wsj.com BTW, Mark Brophy posted on the RSYS thread that he unloaded his shares when it topped out above 50 back in late September.

To: Allen Benn who wrote (2536)	12/16/1997 12:22:00 PM
From: Srivaths Srinivasan	Respond to of 10309

Allen: Couple of questions 1) What direct exposure(financial downside) does WIND in Korea 2) Why is that the market consistently seems to exaggerate(IMHO) every financial downside to WIND, while resolutely not acknowledging the basics(or potential) of the company. Everytime there is a mkt downturn WIND's stock price drops disproportionately (or at least to me it appears that WIND loses more of its stock price than it should) Srivaths

To: Allen Benn who wrote (2536)	12/16/1997 10:42:00 PM
From: voop	Read Replies (1) \| Respond to of 10309

Allen Can you comment on Java subsets PersonalJava and EmbeddedJava which, according to the Gilder Technology report are designed for RTOS.He goes on to state "Typical real time applications are transactional processes such as Internet commerce and audio and video for consumer devices. PersonalJava serves small form-factor devices such as smart phones, while EmbeddedJava is useful in pagers, with simple character based displays, or other embedded functions. Companies licensing PersonalJava and EmbeddedJava (such as TI) represent more than 50% of the totoal market for commercial RTOS systems, for set-top boxes, web phones, pagers and other appliances." What role does these Java subsets play as WIND competitors, what is WIND's stake in the Java world, and for those familiar with Gilder's Telecosm thesis and portfolio, why not include WIND with its Jetsend, Qualcomm, and I2O anchors? David L Schneider