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To: Allen Benn who wrote (2620)	1/6/1998 4:57:00 PM
From: Logain Ablar	Respond to of 10309

Allen: Thanks for a good review of the year. As a lurker I look forward to reading your informative posts. Have a good year. Tim

To: Allen Benn who wrote (2620)	1/6/1998 11:03:00 PM
From: Daniel Kahn	Read Replies (1) \| Respond to of 10309

Allen, as knowledgable as you are on the industry, could u please comment on the viability of INTS (Integrated Systems) as an investment? Is this company dead in the water or does it have viable products and management. Appreciate any help you can provide.

To: Allen Benn who wrote (2620)	1/7/1998 12:22:00 AM
From: Richard Karpel	Read Replies (1) \| Respond to of 10309

>>>Its tempting to accept the financial market's reduced multiple, applied not only to WIND but most technical stocks traumatized by the Asian turmoil, as natural and perhaps even deserved, but that would be wrong.<<< Allen, I thought Mitchell did a pretty good job of explaining why WIND's multiple has been reduced. It's on the other WIND thread, in case anyone here missed it: Message 2884410 Also, why I think the NC is doomed to failure: Every now and then I pick up a business magazine and see a picture of Larry Ellison in the cockpit of a fighter jet, or wearing some kind of ancient japanese warrior garb. I know next to nothing about the day-to-day business of the computer industry, but the way I figure it -- if this is the clown in charge of the NC, the NC's in big trouble.

To: Allen Benn who wrote (2620)	1/7/1998 12:27:00 PM
From: Pirah Naman	Respond to of 10309

> if (1) the visibility of WIND's substantial future earnings is brighter and clearer than before, and (2) money is less dear, at every future time frame, then the financial market MUST give WIND a higher multiple than before, limited only by market inefficiencies. Said inefficiencies would also include it being overpriced before, which obviates the "necessity" for it being given a higher multiple. > either the market today sees WIND's future earnings with less clarity, or as being less pronounced, now than it did last year, or one or the other multiples was wrong. Or BOTH multiples are wrong. > then if WIND continues to execute along the lines of last year in growing revenues and earnings, the market will correct its mistake and end the year with a higher multiple than it started the year The market (read US - including YOU and ME)will almost always be wrong and we won't know what was correct until afterwards. In the interim, to assume any specific market valuation at some future time, much less to insist that there will be a certain behavior, may be entertaining, but that's about it.

To: Allen Benn who wrote (2620)	1/7/1998 8:08:00 PM
From: Stephen Schuster	Respond to of 10309

Microsoft unveils plans for car dashboard computer Check out the following news release. Fascinating implications, I'd say! Steve Wednesday January 7, 7:12 pm Eastern Time Microsoft unveils plans for car dashboard computer By Martin Wolk SEATTLE, Jan 7 (Reuters) - Microsoft Corp. [Nasdaq:MSFT - news], in its latest bid to expand its market far beyond the desktop, unveiled software Wednesday that will power a new class of dashboard-mounted, voice-activated automobile computers. The software giant, which dominates the market for personal computer software, also said it planned to ship a version of its Windows CE operating system for hand-held devices that will compete directly with 3Com Corp.'s (Nasdaq:COMS - news) popular PalmPilot. Both products will be made by a variety of manufacturers and begin to show up in retail stores by midyear, Microsoft Senior Vice President Craig Mundie said in an interview before a speech at the Consumer Electronics Show in Las Vegas. While Microsoft labeled the dashboard-mounted system an Auto PC, the first-generation devices will have more in common with car stereos than personal computers, and Mundie was quick to quash any notion that drivers would use them to surf the Internet while commuting. Mundie said the product would feature an AM-FM stereo and CD player, but also would be able to accept voice commands and translate text messages to a synthetic voice output. That would allow users to listen to electronic mail messages, traffic reports or navigational directions. Future applications will allow the devices to be integrated with cellular telephones, pagers and the diagnostic system of the car itself, Mundie said. He said taxi and bus fleet operators and traveling sales representatives were among the potential customers. "I actually think the device is quite useful to everyone," Mundie said. The devices, from manufacturers including Clarion Corp. of America, could start at less than $1,000. Microsoft is in discussion with auto manufacturers, though because of long design cycles the devices will not be available as factory options until the model year 2000 at the earliest, Mundie said.

To: Allen Benn who wrote (2620)	1/10/1998 5:31:00 PM
From: Mark Brophy	Read Replies (1) \| Respond to of 10309

You have the personality of a mathematician. As a matter of fact, most of my 1997 predictions can be characterized as being aggressive in timing. (In general, timing is one of the biggest problems for most investors and managers alike, and is certainly one of mine.) If you had been around in 1814 or so, I'm sure you would've figured out that any mathematical function can be expressed as sums of sines and cosines. Furthermore, you would've been absolutely right that your insight would profoundly change the world. But, I wouldn't be as confident about your stock picks. Nobody could've known at that time that TI would be the biggest beneficiary 160 years later. Early investors would've died broke!

To: Allen Benn who wrote (2620)	1/17/1998 11:27:00 PM
From: voop	Respond to of 10309

Are you able to forecast the effect of EID, DSP, and JetSend, or any others, on WIND's intrinsic value such as you calculated on post 326. Thanks

To: Allen Benn who wrote (2620)	1/18/1998 12:30:00 PM
From: peter grossman	Read Replies (1) \| Respond to of 10309

Greatly appreciate all your posts. Wonder if you'll share your thoughts regarding WIND's chances for new blockbuster I2O type deals now versus a year ago, particularly in light of recent developments? It appears that EID has major, major potential, bolstered by the Jetsend and Navio announcements. Perhaps the UI purchase resurrects the NC as a good possibility. Does it make sense to assign probabilities or to quantify potential royalty impact of various blockbuster categories; for instance, cable modems, I2O to the desktop, set top boxes, cell phones, handheld communications devices of various types, etc? Recently, TCI announced a deal (or intention?) to use MSFT CE for 5 million set top boxes. Also, Nortel announced a deal (or intention?) to use OS9 for handheld devices (phones?). Do these developments represent a pothole in WIND's road to market dominance? Is the Nortel announcement Microware's (1/12th WIND's market cap, 1/6th the revenues) I2O? TIA

To: Allen Benn who wrote (2620)	1/24/1998 3:51:00 PM
From: Bargain Hunter	Read Replies (1) \| Respond to of 10309

<<Tornado for DSP was a complete surprise, and has revenue importance downstream. In the meantime, the DSP capability, along with growing pervasiveness of I2O, help establish and maintain WIND's RTOS and tool set in the leadership role.>> Dialogic has announced that it is selling Spectron to TI (http://biz.yahoo.com/prnews/980122/tx_ti_spec_1.html). I was wondering whether you or anyone else on the thread might have any insight into how this could relate to WIND's entry into the DSP OS business. Sounds like DLGC is seeing the value of OTS purchase versus in-house development. Whether they buy from TI or WIND remains to be seen. Can TI be serious competition for WIND? Buying a "portable" DSP OS from TI is rather like buying a "portable" PC OS from Intel.