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

To: Allen Benn who wrote (2634)	1/8/1998 7:37:00 PM
From: J. Kerner	Respond to of 10309

Great news Allen! I also like the following comments from Ron: ''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.''

To: Allen Benn who wrote (2634)	1/9/1998 4:59:00 PM
From: Paper	Read Replies (2) \| Respond to of 10309

What impact will the new TCI/SUNW Personal JAVA on setup boxes have on Wind, if any? TCI HAS NOT DECIDED ON MICROPROCESSOR, OP SYSTEM FOR NEW BOX TCI SEES 6.5-10MIL SET-TOP BOXES OVER NEXT 3YRS. TCI SEES DECISION ON OS, MICROPROCESSOR IN 'IMMEDIATE FUTURE

To: Allen Benn who wrote (2634)	1/10/1998 3:50:00 PM
From: David R. Lehenky	Respond to of 10309

Allen, FIBR is just standard hw and sw bundled together and sold as a EID platform. The hw is a standard ARM cpu with an integrated network interface. The sw is ISI's pSOS+ with TCP/IP support. The hw would compete with the referenced Moto chips. I'm not sure if Intel has a processor with integrated ethernet; if they don't, they will in the near future, I'm sure. There is nothing tricky going on from a technology point-of-view. Moto has had a CPU with integrated ethernet AND serial (up to T1) ports on a single chip for 3 YEARS (I have an eval board on my work table). They now have a new model that puts the PowerPC CPU core in place of the original 68K CPU. The sw is nothing that WIND couldn't have supplied from their standard products. In short, FBIR is a small company, selling standard technology, in a market segment dominated by the Motos and Intels of the world. This product DOES NOT have any of the functionality present in I2O OR JetSend; FIBR is simply bundling a RTOS and full TCP/IP networking suite with a chip. Hope this helps. -Dave Lehenky