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

To: J. Kerner who wrote (2808)	2/27/1998 2:47:00 PM
From: quelicious	1 Recommendation Respond to of 10309

Jason, Nice summary. I agree that the tone of the conference call was very positive and that management is focused on the long haul (ie., they would much rather have a smooth earnings stream with great visibility to all than try to have blowout earnings for one quarter). WIND seems to continue to successfully build its franchise through acquisitions, investments, and great client/partner relationships. I would add a couple of items to your summary: - business from customers such as Nortel has been won due to factors other than price discounting (ie., customer service, value proposition, etc) - WIND was elected to the I2O steering committee instead of CPQ, and is by far the smallest company on the committee. - Re: Asia - mgmt says business is robust everywhere, and that even Korea should present at least modest growth in the short run. - Mr. Fiddler made an interesting comment on the NCI/Navio acquisition. He stated that WIND will be in a position to apply the technology in many more areas than it was thought by Navio. In fact, to quote Fiddler, "the GUI interface can be used anywhere from printers to gas pumps." Sounds interesting... - Lastly, I forget who said this (mayber VP Sales), but someone mentioned how most of the growth in licensing comes from companies that previously rolled their own RTOS, but are realizing that purchasing off-the-shelf software and tools available now is becomming more and more necessary due to complexity and timing. One factor that has been mentioned before is the fact that previously there was never really an option but to roll your own. So, just the availability of OTS software has helped. But now what is adding to this shift is the continued emergence of an industry leader (WIND) that is a proven commodity. WIND has proven its financial strength, its vision, and its ability to be a great partner. Should should help to accelerate the transition from in-house to off-the-shelf. Good luck to us all, Darryl