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

To: Allen Benn who wrote (3094)	4/28/1998 8:14:00 AM
From: Logain Ablar	Respond to of 10309

Alan: As usual great fundamental posts. Now I have to do more research <gg>. Also, I wish you had timed this a week or so from now. The market looks like its rotating out of software at the momment and I'm not quite ready to committ more funds. Best regards, Tim

To: Allen Benn who wrote (3094)	4/28/1998 11:02:00 AM
From: John B. Williams	Read Replies (2) \| Respond to of 10309

Regarding your most recent posts, a friend of mine has the following comment. "Interesting. But this guy seems to postulate a market that is highly splintered, is commodity driven and requires discrete software. How does a company make $$ under these circumstances. If cost are too high most products--even if useful and innovative--will fail or will not come to market. Why pay big bucks to WIND in royalty payments if you have to turn around and customizes the embedded system for your specific use at great cost. This will be necessary since WIND won't have the designers to modify their products for thousands of complex and discrete uses."