********************WIND INDEX (1 - 1000) Plus (2284 - 2692)***************************
Here is an updated index to the WIND thread. Each subject lists the most relevant post
numbers. There is some overlap and redundancy in the catagories, so search around.
The posts under Fundamental Analysis are a good introduction to WIND's business. The posts with a * are especially noteworthy IMHO and posts with a TA refer to the techincal analysis thread.
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Quotes for the week:
Wow ... real drama on the thread this evening! Maybe this is an indication that a bottom has been reached!
R. Karpel Post # 944 4/23/97
The current crop of professional money managers playing in the technology sector does not focus on a small subset of the universe like we do. They focus on 1400 companies, which is to say that they really don't focus on companies at all. In other words, they focus on industries, not companies. Peter Lynch is fond of saying that it is difficult for most managers to focus on more than 40 or 50 stocks at a time. As a former Wall Street professional, I can tell you that this happens all the time. Money managers rarely focus on individual companies the size of WIND, particularly in an industry where the total revenue is less than 400 million. The entire RTOS industry is just a blip on the radar screen. And when managers sell the sector, they sell everything. Especially those with the highest multiples. By the way, this isn't so much a criticism of money managers as much as it is an explanation for what happens. Money managers have no choice but to focus on industries. J. Cogan Post # 946 4/23/97
WIND has no intention of merely reaching the $100 million mark, a reasonable goal for most $65 million companies. WIND is going to blow past $100 en route to much loftier heights.
A. Benn Post #886 4/21/97
The investors on this thread have no intention of making small and reasonable return on our investments. We intend to make large and absolutely unreasonable returns. Great growth companies with a franchise are the very best investments possible. This has been proven over and over again. A. Benn Post #941 4/22/97
Humor
864, 898,
Applications
101, 102, 103, 243, 244, 311, 346, 386, 474, 834, 852*, 2294, 2390, 2575, 2594,
Automobiles
101, 311, 2580, 84TA, 834, 838, 845*, 846, 911, 2629,
Telecommunications, Networking
148, 189, 455, 603, 607, 613, 644, 834, 2481, 2497, 2498, 2499, 2512, 2583, 2604, 84TA, 2615,
QCOM
746, 754, 777,
TV, Set top boxes
225, 300,834, 2649, 2650, 2671,
Debit Cards, Vending Machines
834, 2389
Competition
20, 28, 29, 30, 31, 43, 51, 90, 91, 96, 101, 105, 114, 125, 128, 111, 116, 136, 186, , 218, 242, 318, 317, 338*, 342, 611, 648, 650, 655, 656, 658, 661, 663, 664*, 667, 668, 670, 712, 748, 776, 778*, 2284, 2336, 2338, 2340, 2337, 2344, 2379, 2388, 2382, 2447, 2647,
MWAR
28, 31, 114, 225, 261, 300, 310, 338, 342, 418, 426, 453, 458, 687, 820, 842, 843*, 852, 2595, 2658,
INTS
318, 317, 338, 342, 347, 418,426, 592, 593, 2447, 687, 699, 717, 843*, 852, 2554, 2556, 2557, 2631, 2632, 2634,
Radisys
186, 304, 314*, 2526, 2529, 2535,
EID's
112, 124, 870, 2308, 2346,
I20
4, 22, 106, 107, 131, 206, , 249, 251, 336, 350, 367, 372, 495, 496, 497, 641, 643, 645, 697, 811*, 813, 815, 817, 819, 821, 822, 832, 833, 869, 870, 873*, 909, 910, 958, 961, 2302, 2430, 2452, 2454, 2462, 2457, 2548, 2565, 2575, 2559, 2565, 2606, 2621, 2630,
Fire Wire
2459
ASIC
2432, 2447,
Definition of "Kernal"
2341
Software modems
2367, 2371
DEC
2320, 2354
HP
2292, 2293, 2358, 84TA,
Jet Send
2445, 2468, 2573, 2582,
Oracle
806, 808, 810, 812, 814, 816, 2637,
NCI, Network Computer, Navio, Wind's browser
254, 257, 260, 263, 303, 301, 447, 452, 460, 564, 590, 595, 596, 806, 818, 823, 826, 828, 829, 830, 831, 837, 841, 860, 994, 2386, 2607, 2608, 2609, 84TA, 2633, 2661*, 2683*,
Design Wins
721
Military
2580, 2590,
Tornado
88, 150, 416, 878, 886,
Pathfinder
2482
Product Pricing
2465, 2469, 2470, 2517
Java
80, 82, 84, 95, 759, 2544, 259, 829, 993, 999, 2596, 2605, 2645,
Unix vs NT
2366, 2368
Sun
2368, 541, 543, 755, 994, 2598, 2605,
Microsoft
280, 281, 388, 389, 390, 391, 394, 396, 397, 398, 425, , 445, 454, 455, 481, 488, 533, 538, 546, 744, 745, 748, 750, 753, 758, 759, 792, 806, 834*, 835, 846, 850, 853, 856, 861, 862, 865, 867, 884, 890, 900, 902, 972, 973*, 974, 975, 976, 983, 987*, 988, 989, 991, 2394, 2398, 2445, 2605, 2604,
Willows
670
RTOS Applications
54, 71, 74, 78, 88, 81, 85, 86, 89, 218,
Smart Cards
998,
What does Wind River Systems do?
508*, 512
AEAC Meeting, Trade Shows
338, 684, 687, 2379, 2388, 2382,
Technical Journals
155, 165
"Ubiquitous Computing"
182, 218, 391, 654, 806, 2603,
Market Share
114, 149, 157, 159, 160, 161, 162, 164, 195, 196,
Roll Your Own, Time to Market
112, 124, 125, 128, 2308
16 BIT vs 32 BIT Processors
124, 112
Hardware vs Software RTOS Solutions
113, 117
Technical Analysis and Stock Price Up (Down)
6, 12, 36, 43, 55, 56, 57, 61 70, 130, 135, 163, 201, 302, 420, 421, 422, 500, 503, 505, 506, 570 (Crash), 572, 611, 705, 719, 771*, 774, 783, 933**, 935, 936, 940, 946**, 948, 951*, 956, 959, 962, 977, 978, 980, 984, 2295, 2297, 2298, 2299, 2301, 2309, 2401, 2519, 2520, 82TA, 2661*, .
Wind Bears (and Discussion)
429, 430, 437, 438, 439, 440, 880, 882*, 883, 888*, 893, 895, 896, 901, 903, 904, 905, 906, 911, 915, 918, 919, 921, 922, 923, 924, 927, 928, 937, 941*, 962*, 969, 980, 2546, 2579, 2648, 2652, 2653, 2654,
Macro-Economics and Asian Crisis
2301, 2502, 2503, 2519*, 2637,
Fundamental Analysis, Volatility, Ineffeciency, PE, Good Introduction to WIND
12, 13, 17, 43, 51, 57, 108, 109, 110, 112, 124, 113, 117, 114, 115, 135, 140, 149, 150, 155, 946*, 953, 991*, 2301, 2379, 2438, 2448, 2471*, 2661*,
Intrinsic Value
316, 326*, 714, 737, 742, 743, 923, 992, 1000,
Franchise, "Winner takes all", Competition
218, 245, 252, 261, 262, 268, 342, 746, 795, 2566*,
Outlook for 1997, 1998
441, 2597, 2600, 2620*, 2690,
Growth rate, margins
239, 315, 2594, 84TA,
Earnings, Projections
FY 1996: 14,18, 43, 58, forecasting-27, 205, 229, 233, 316, 366, 373, 386, 666, 675, 2378, 2451, 2452, 2453, 2401, 2428, 2433, 2432 , 2564, 2602*,
Seasonality of Earnings
62, 100, 629,
Report on shareholders meeting
207
Conference Calls
597(4Q96), 601, 2442, 2443, 2444, 2445, 2446
Run Time Royalties
58, 81, 208, 249, 372, 608, 756*, 2378, 2452
Service Revenues
2447,
Hockey Stick
610,
H&Q, Institutional Holdings, Financial Press, Analyst Comments
51,74, 57, 115, 247, 276, 277, 350, 376, 384, 450, 476, 485, 510, 519, 642, 677, 678, 683, 690, 693, 694, 695, 724, 727, 732, 791*, 946*, 2289, 2293, 2374, 2438, 2471, 93TA, 2656,
Marketmaker Tricks
2614
Utility Theory of Money and Investing
138
Insider Sales
138, 440, 444,
Stock Repurchase Program
2330, 2331, 2334, 2333, 2335, 2569
Poison Pill, Takeovers, Stock Splits
171, 138, 222
WIND's investments in other companies
2487, 2550, 2577, 2578,
Workforce, Personnel
338, 382, 387, 412, 525, 537, 539, 781, 809, 2286, 2287, 2290, 2291, 2391, 2393,
Jerry Fiddler
279, 324, 338, 930, 932, 989, 991, 2457, 2462
Ron Abelmann
991, 2413
Dave Wilner
338, 372
New Facility
2305, 2307
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