********************WIND INDEX (1 - 1109) Plus (2284 - 2772)***************************
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 technical analysis thread.
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Quotes for the day:
...This year many money managers had actually heard of WIND. On the other hand, I didn't notice the sector getting any special attention from H&Q analysts or other speech-makers...
...One evening when WIND was around $21 I found myself sitting next to an elder money manager from NYC - who conservatively managed portfolios for well-heeled individuals. He was there to stay informed, not to buy high-tech stocks. Typical stocks in his portfolios would be Merq, IBM, and a long list of blue chips I only recognized when they corresponded to consumer brands. I responded that I also was conservative to a fault, so that is why I am CONCENTRATING my investments more and more, and particularly overweighting that most conservative of all stocks, WIND. He didn't need words to let me know what he felt about my approach. Allen Benn, Post #1043, May 7, 1997
ALAMEDA, Calif., May 12, 1997 /PRNewswire/ -- Wind River Systems, Inc. (Nasdaq:WIND) today announced the availability of its IxWorks(TM) I(2)O real time operating system (IRTOS).
....A license for IxWorks is shipped with every i960@ RD and RP processor sold by Intel (Nasdaq:INTC).
...David Larrimore, vice president of marketing at Wind River Systems noted, ''I(2)O will finally enable PCs to become enterprise-class machines. The bandwidth and performance issues that have always plagued PC-based computing environments have been eliminated through the standardization of intelligent I/O and the subsequent development of I(2)O products.''
....In order to implement intelligent I/O, a sophisticated operating system similar to the one running on a CPU, is required. For instance, the network operating system which is resident on the CPU, such as Microsoft Windows, is a complex, multitasking environment..... That same kind of complex functionality, but in a smaller package, is required on the I/O side...
...The I(2)O architecture is an operating system and hardware-independent specification that enhances the performance and reduces maintenance costs of PC-based systems and network servers. The architecture greatly improves I/O throughput and overall system performance by relieving host resources, such as the CPU, memory and system bus, of interrupt-intensive I/O tasks. The I(2)O architecture provides support for single processor, multiprocessor, and clustered systems, providing better system scalability. It also provides an open, standards-based approach for I/O subsystems. This approach is complementary to existing drivers and provides a framework for rapid development of next-generation
....Implementation of the I(2)O architecture is anticipated to provide a more efficient way to manage I/O transactions for digital video, audio and 3-D graphics; complex database queries; and Web transaction applications. Post # 2772
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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, 1028, 1030, 1047, 2629,
Telecommunications, Networking
148, 189, 455, 603, 607, 613, 644, 834, 2481, 2497, 2498, 2499, 2512, 2583, 2604, 84TA, 2615, 2715, 114TA,
QCOM
746, 754, 777,
TV, Set top boxes
225, 300,834, 2649, 2650, 2671, 2715,
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, 1024, 2595, 2658, 2697, 2715,
INTS
318, 317, 338, 342, 347, 418,426, 592, 593, 2447, 687, 699, 717, 843*, 852, 1024, 1040, 1042, 1050, 2554, 2556, 2557, 2631, 2632, 2634,
Radisys
186, 304, 314*, 2526, 2529, 2535,
EID's
112, 124, 870, 2308, 2346, 2769,
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, 1055*, 1056, 1057*, 1061, 1062, 1063, 1065, 1103*, 2302, 2430, 2452, 2454, 2462, 2457, 2548, 2565, 2575, 2559, 2565, 2606, 2621, 2630, 2770,
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, 1083, 1098, 2386, 2607, 2608, 2609, 84TA, 2633, 2661*, 2683*, 114TA,
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, 1002, 2394, 2398, 2445, 2605, 2604, 2771,
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
exchange2000.com
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*, 2772,
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, 2754, 2759,
Macro-Economics and Asian Crisis, International Markets
1054, 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, Allen Benn's Growth Investment Philosophy
316, 326*, 714, 737, 742, 743, 923, 992, 1000, 1051*, 1068,
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, 1016, 1023, 1072, 1093 (1Q98), 1099, 1100, 1101, 1103*, 1104, 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, 2699, 2700*
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*, 1009, 1023, 1025, 1027, 1043, 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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