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

To: J. Kerner who wrote (2632)	1/8/1998 6:14:00 PM
From: Allen Benn	Read Replies (1) \| Respond to of 10309

Well, no wonder WIND couldn't talk much about what was going on with NCI. The party wasn't over; it was just beginning. Wind River Systems and NetworkComputer Inc. Announce Strategic Relationship to Advance Embedded Technology January 8, 1998 05:54 PM ALAMEDA, Calif.--(BUSINESS WIRE)--Jan. 8, 1998-- Partnership to Provide Graphical User Interface Technology to Embedded Devices Wind River Systems, Inc. and Network Computer, Inc. today announced the signing of a technology partnership. As a major component of this relationship, Wind River has acquired the rights to comprehensive graphics technology developed by NCI and the Navio engineering organization merged with NCI in August, 1997. Under terms of this agreement, Wind River will recognize a one time charge of approximately $10 million related to certain direct and indirect acquisition costs and related expenses in the fourth quarter of fiscal 1998. "Combining the resources and vision of Wind River and NCI's technology will provide the embedded development community a comprehensive solution for bringing robust graphics to a full range of interactive embedded applications -- from stand alone devices with low resolution LCD displays to networked information applications with the most sophisticated embedded graphics requirements," commented Ron Abelmann, chief executive officer and president of Wind River Systems. "In July 1997, Wind River participated in a highly successful convertible debenture offering which enhanced the company's cash position by approximately $140 million. It was stated at that time that a major use would be to acquire companies and technologies which are strategic to the company's continued success. This partnership represents precisely the type of opportunity that we wanted to be financially able to afford," continued Abelmann. "Our fourth quarter business remains robust and, excluding this charge, we expect our revenues and operating profits for the quarter to continue the fine performance that we have experienced over the past 15 quarters." Additional details regarding the transaction and how NCI and Wind River will deliver embedded technology will be disclosed over the next few weeks.

To: J. Kerner who wrote (2632)	1/8/1998 6:51:00 PM
From: Allen Benn	Read Replies (3) \| Respond to of 10309

Maybe Dave Lehenky can furnish us with an overview of the technical features of the FIBR chip versus HP's JetSend or I2O, either on an Intel chip or the StrongARM chip that DEC announced before selling its chip operation to Intel. My only comment is that Osicom (FBIR) is no Intel. The company is small, suffering a bad year after making huge revenue gains (with equally huge losses) in calendar 1996, and does not have chip-making experience. The announced chip with pSOS+ may end up being good for FBIR and INTS, but it may turn out to be too little, too late, and certainly no meaningful threat to WIND. Allen